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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 | $1,193,002 | $180,749+560.0% | $160,784+642.0% | $137,256+769.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 20.72% | 2234.46%-2213.7pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $16,708 | $4,155+302.1% | $3,733+347.6% | $4,156+302.0% |
| Participant deferral / active EE | $16,438 | $6,844+140.2% | $6,293+161.2% | $6,407+156.6% |
| Admin fee / account holder | $22,236 | $10,397+113.9% | $9,717+128.8% | $12,270+81.2% |