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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 | $816,866 | $72,071+1033.4% | $68,368+1094.8% | $137,256+495.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 13.40% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,699 | $2,788-39.0% | $2,649-35.8% | $4,156-59.1% |
| Participant deferral / active EE | $8,484 | $4,410+92.4% | $4,123+105.8% | $6,407+32.4% |
| Admin fee / account holder | $2,988 | $5,336-44.0% | $5,150-42.0% | $12,270-75.7% |