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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 | $832,767 | $174,018+378.6% | $136,833+508.6% | $198,609+319.3% |
| Participation rate | 23.1% | 65.1%-42.0pp | 59.0%-35.9pp | 82.4%-59.3pp |
| Annual return | 15.03% | 35.16%-20.1pp | 35.32%-20.3pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,672 | $1,571+70.1% | $1,319+102.6% | $5,055-47.2% |
| Participant deferral / active EE | $12,750 | $2,873+343.8% | $2,441+422.4% | $6,977+82.8% |
| Admin fee / account holder | $783 | $5,434-85.6% | $4,706-83.4% | $19,030-95.9% |