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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 | $516,817 | $114,013+353.3% | $103,693+398.4% | $155,188+233.0% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.3pp | 80.8%-27.5pp |
| Annual return | 16.23% | 49.31%-33.1pp | 47.61%-31.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,547 | $3,131-18.6% | $2,920-12.8% | $4,248-40.0% |
| Participant deferral / active EE | $4,925 | $4,970-0.9% | $4,579+7.5% | $6,531-24.6% |
| Admin fee / account holder | $356 | $8,407-95.8% | $7,858-95.5% | $14,480-97.5% |