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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 | $534,726 | $211,239+153.1% | $178,528+199.5% | $145,877+266.6% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 11.94% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,813 | $4,570-38.5% | $3,950-28.8% | $4,663-39.7% |
| Participant deferral / active EE | $7,423 | $6,963+6.6% | $6,278+18.2% | $6,691+10.9% |
| Admin fee / account holder | $7,023 | $12,095-41.9% | $10,419-32.6% | $13,402-47.6% |