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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 | $721,010 | $155,555+363.5% | $146,866+390.9% | $155,188+364.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 11.07% | 115.41%-104.3pp | 102.85%-91.8pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,885 | $4,647-16.4% | $4,425-12.2% | $4,248-8.5% |
| Participant deferral / active EE | $10,463 | $8,044+30.1% | $7,759+34.8% | $6,531+60.2% |
| Admin fee / account holder | $3,691 | $14,755-75.0% | $13,620-72.9% | $14,480-74.5% |