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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 | $1,281,571 | $127,779+903.0% | $106,551+1102.8% | $167,518+665.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 26.07% | 33.87%-7.8pp | 26.80%-0.7pp | 478.71%-452.6pp |
| Employer contribution / active EE | $2,714 | $3,427-20.8% | $2,819-3.7% | $4,838-43.9% |
| Participant deferral / active EE | $6,250 | $5,088+22.8% | $4,398+42.1% | $6,342-1.5% |
| Admin fee / account holder | $9,952 | $11,228-11.4% | $7,408+34.3% | $12,312-19.2% |