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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 | $514,343 | $154,209+233.5% | $130,062+295.5% | $139,487+268.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 13.06% | 32.52%-19.5pp | -137.37%+150.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $4,338 | $5,292-18.0% | $4,322+0.4% | $4,755-8.8% |
| Participant deferral / active EE | $8,290 | $6,709+23.6% | $5,821+42.4% | $6,713+23.5% |
| Admin fee / account holder | $2,449 | $13,988-82.5% | $10,601-76.9% | $11,407-78.5% |