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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 | $678,762 | $107,666+530.4% | $102,184+564.3% | $154,746+338.6% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 14.49% | 29.33%-14.8pp | 31.58%-17.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $11,070 | $3,846+187.8% | $3,594+208.0% | $4,379+152.8% |
| Participant deferral / active EE | $5,917 | $8,719-32.1% | $8,309-28.8% | $6,730-12.1% |
| Admin fee / account holder | $25,196 | $12,943+94.7% | $11,609+117.0% | $14,365+75.4% |