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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 | $713,979 | $95,580+647.0% | $76,872+828.8% | $139,466+411.9% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 17.36% | 55.00%-37.6pp | 37.90%-20.5pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,537 | $3,145-19.3% | $2,533+0.1% | $4,754-46.6% |
| Participant deferral / active EE | $5,074 | $4,623+9.8% | $3,832+32.4% | $6,712-24.4% |
| Admin fee / account holder | $9,865 | $8,302+18.8% | $5,476+80.1% | $11,409-13.5% |