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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 | $1,484,228 | $125,237+1085.1% | $105,608+1305.4% | $145,877+917.5% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.18% | 225.76%-208.6pp | 116.50%-99.3pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,853 | $3,720-23.3% | $3,167-9.9% | $4,663-38.8% |
| Participant deferral / active EE | $12,792 | $5,711+124.0% | $5,010+155.3% | $6,691+91.2% |
| Admin fee / account holder | $11,489 | $17,287-33.5% | $11,028+4.2% | $13,402-14.3% |