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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 | $1,120,487 | $212,386+427.6% | $199,883+460.6% | $138,895+706.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 16.47% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,922 | $6,625-10.6% | $6,261-5.4% | $4,194+41.2% |
| Participant deferral / active EE | $11,750 | $9,617+22.2% | $9,138+28.6% | $6,396+83.7% |
| Admin fee / account holder | $5,396 | $18,233-70.4% | $17,268-68.8% | $12,562-57.0% |