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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 | $1,033,166 | $199,109+418.9% | $173,730+494.7% | $154,746+567.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 11.34% | 20.02%-8.7pp | 19.96%-8.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $16,825 | $5,311+216.8% | $4,577+267.6% | $4,379+284.2% |
| Participant deferral / active EE | $6,385 | $7,113-10.2% | $6,326+0.9% | $6,730-5.1% |
| Admin fee / account holder | $7,358 | $20,916-64.8% | $17,523-58.0% | $14,365-48.8% |