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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 | $924,929 | $124,980+640.1% | $108,359+753.6% | $154,746+497.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 20.06% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $813 | $2,851-71.5% | $2,399-66.1% | $4,379-81.4% |
| Participant deferral / active EE | $1,917 | $4,743-59.6% | $4,137-53.7% | $6,730-71.5% |
| Admin fee / account holder | $2,056 | $11,502-82.1% | $9,741-78.9% | $14,365-85.7% |