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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 | $511,132 | $123,898+312.5% | $116,538+338.6% | $155,188+229.4% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.8%-30.8pp |
| Annual return | 13.40% | 16.04%-2.6pp | 17.97%-4.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,727 | $4,739-21.4% | $4,541-17.9% | $4,248-12.3% |
| Participant deferral / active EE | $9,142 | $6,400+42.8% | $6,207+47.3% | $6,531+40.0% |
| Admin fee / account holder | $29,597 | $9,174+222.6% | $8,737+238.7% | $14,480+104.4% |