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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,531 | $201,370+154.0% | $184,256+177.6% | $145,897+250.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 22.87% | 29.05%-6.2pp | 28.85%-6.0pp | 552.29%-529.4pp |
| Employer contribution / active EE | $3,290 | $7,024-53.2% | $6,427-48.8% | $4,663-29.4% |
| Participant deferral / active EE | $17,960 | $9,808+83.1% | $9,133+96.6% | $6,689+168.5% |
| Admin fee / account holder | $308 | $16,364-98.1% | $13,899-97.8% | $13,390-97.7% |