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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 | $1,943,475 | $183,516+959.0% | $155,534+1149.5% | $145,884+1232.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.79% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $26,414 | $5,315+397.0% | $4,675+465.0% | $4,662+466.5% |
| Participant deferral / active EE | $2,500 | $6,467-61.3% | $5,630-55.6% | $6,690-62.6% |
| Admin fee / account holder | $93,986 | $19,293+387.1% | $15,900+491.1% | $13,392+601.8% |