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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 | $1,292,758 | $197,625+554.1% | $177,840+626.9% | $158,966+713.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 22.42% | 58.76%-36.3pp | 48.32%-25.9pp | 302.95%-280.5pp |
| Employer contribution / active EE | $16,468 | $6,698+145.9% | $5,919+178.3% | $4,762+245.8% |
| Participant deferral / active EE | $11,850 | $8,405+41.0% | $7,714+53.6% | $5,983+98.1% |
| Admin fee / account holder | $699 | $15,405-95.5% | $12,431-94.4% | $11,250-93.8% |