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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 | $1,054,536 | $209,336+403.8% | $197,124+435.0% | $137,256+668.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 15.24% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,700 | $6,591-59.0% | $6,227-56.6% | $4,156-35.0% |
| Participant deferral / active EE | $13,051 | $9,614+35.7% | $9,135+42.9% | $6,407+103.7% |
| Admin fee / account holder | $7,516 | $17,308-56.6% | $16,298-53.9% | $12,270-38.7% |