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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 | $1,663,647 | $106,247+1465.8% | $96,515+1623.7% | $139,466+1092.9% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 16.83% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,920 | $4,106-53.2% | $3,740-48.7% | $4,754-59.6% |
| Participant deferral / active EE | $7,500 | $5,456+37.5% | $4,880+53.7% | $6,712+11.7% |
| Admin fee / account holder | $4,907 | $7,885-37.8% | $6,735-27.2% | $11,409-57.0% |