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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 | $125,193+1085.6% | $105,591+1305.6% | $145,978+916.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 17.18% | 225.53%-208.4pp | 116.43%-99.2pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,853 | $3,718-23.3% | $3,166-9.9% | $4,662-38.8% |
| Participant deferral / active EE | $12,792 | $5,708+124.1% | $5,008+155.4% | $6,690+91.2% |
| Admin fee / account holder | $11,489 | $17,277-33.5% | $11,024+4.2% | $13,400-14.3% |