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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 | $539,809 | $181,062+198.1% | $158,223+241.2% | $155,188+247.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 11.95% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,520 | $4,565-44.8% | $4,109-38.7% | $4,248-40.7% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $3,449 | $18,825-81.7% | $16,047-78.5% | $14,480-76.2% |