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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 | $211,105+153.3% | $178,449+199.7% | $145,978+266.3% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.8pp | 80.3%-24.0pp |
| Annual return | 11.94% | 30.19%-18.3pp | 27.09%-15.1pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,813 | $4,569-38.4% | $3,951-28.8% | $4,662-39.7% |
| Participant deferral / active EE | $7,423 | $6,959+6.7% | $6,277+18.3% | $6,690+11.0% |
| Admin fee / account holder | $7,023 | $12,017-41.6% | $10,362-32.2% | $13,400-47.6% |