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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 | $1,689,714 | $149,778+1028.1% | $118,946+1320.6% | $158,966+962.9% |
| Participation rate | 28.6% | 82.1%-53.5pp | 75.4%-46.8pp | 82.0%-53.4pp |
| Annual return | 25.98% | 19.95%+6.0pp | 35.89%-9.9pp | 302.95%-277.0pp |
| Employer contribution / active EE | $1,425 | $4,117-65.4% | $3,263-56.3% | $4,762-70.1% |
| Participant deferral / active EE | $1,714 | $5,225-67.2% | $4,266-59.8% | $5,983-71.3% |
| Admin fee / account holder | $9,548 | $8,604+11.0% | $6,581+45.1% | $11,250-15.1% |