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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 | $1,030,319 | $185,312+456.0% | $161,489+538.0% | $154,746+565.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 13.95% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $15,972 | $4,769+234.9% | $4,268+274.2% | $4,379+264.7% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $6,754 | $18,654-63.8% | $16,006-57.8% | $14,365-53.0% |