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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 | $211,224+153.2% | $178,505+199.6% | $145,897+266.5% |
| Participation rate | 56.3% | 80.8%-24.6pp | 77.1%-20.9pp | 80.3%-24.1pp |
| Annual return | 11.94% | 30.28%-18.3pp | 27.16%-15.2pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,813 | $4,577-38.5% | $3,955-28.9% | $4,663-39.7% |
| Participant deferral / active EE | $7,423 | $6,966+6.6% | $6,280+18.2% | $6,689+11.0% |
| Admin fee / account holder | $7,023 | $12,109-42.0% | $10,428-32.7% | $13,390-47.6% |