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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 | $67,823+1127.8% | $52,425+1488.5% | $137,256+506.7% |
| Participation rate | 23.1% | 63.9%-40.8pp | 55.6%-32.5pp | 80.0%-56.9pp |
| Annual return | 15.03% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,672 | $1,163+129.7% | $914+192.3% | $4,156-35.7% |
| Participant deferral / active EE | $12,750 | $2,288+457.3% | $1,790+612.1% | $6,407+99.0% |
| Admin fee / account holder | $783 | $2,844-72.5% | $2,495-68.6% | $12,270-93.6% |