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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 | $1,011,621 | $217,432+365.3% | $185,849+444.3% | $167,536+503.8% |
| Participation rate | 25.0% | 86.1%-61.1pp | 81.7%-56.7pp | 82.1%-57.1pp |
| Annual return | 18.70% | 148.42%-129.7pp | 122.10%-103.4pp | 478.82%-460.1pp |
| Employer contribution / active EE | $1,700 | $5,875-71.1% | $5,169-67.1% | $4,839-64.9% |
| Participant deferral / active EE | $7,287 | $6,357+14.6% | $5,569+30.9% | $6,342+14.9% |
| Admin fee / account holder | $2,504 | $19,818-87.4% | $16,244-84.6% | $12,315-79.7% |