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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 | $1,219,124 | $174,379+599.1% | $152,093+701.6% | $138,895+777.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 13.05% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,107 | $4,652-76.2% | $4,175-73.5% | $4,194-73.6% |
| Participant deferral / active EE | $5,167 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $18,913 | $16,880+12.0% | $14,497+30.5% | $12,562+50.6% |