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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 | $902,511 | $201,370+348.2% | $184,256+389.8% | $145,897+518.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.10% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $18,048 | $7,024+157.0% | $6,427+180.8% | $4,663+287.1% |
| Participant deferral / active EE | $18,799 | $9,808+91.7% | $9,133+105.8% | $6,689+181.0% |
| Admin fee / account holder | $35,025 | $16,364+114.0% | $13,899+152.0% | $13,390+161.6% |