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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 | $933,969 | $181,896+413.5% | $156,551+496.6% | $273,972+240.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 3.20% | 30.74%-27.5pp | 32.23%-29.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $5,300 | $6,248-15.2% | $5,501-3.7% | $4,869+8.9% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $250,000 | $15,560+1506.7% | $13,028+1818.9% | $10,133+2367.3% |