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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 | $1,563,536 | $254,759+513.7% | $216,567+622.0% | $198,609+687.2% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 13.27% | 10.04%+3.2pp | 12.94%+0.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,701 | $6,096-55.7% | $5,216-48.2% | $5,055-46.6% |
| Participant deferral / active EE | $7,625 | $6,948+9.7% | $6,191+23.2% | $6,977+9.3% |
| Admin fee / account holder | $46,733 | $26,311+77.6% | $21,981+112.6% | $19,030+145.6% |