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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 | $687,972 | $141,004+387.9% | $112,273+512.8% | $139,466+393.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 12.76% | 32.75%-20.0pp | 30.23%-17.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $16,785 | $4,285+291.7% | $3,431+389.2% | $4,754+253.1% |
| Participant deferral / active EE | $5,000 | $5,878-14.9% | $4,800+4.2% | $6,712-25.5% |
| Admin fee / account holder | $1,544 | $9,959-84.5% | $7,752-80.1% | $11,409-86.5% |