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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 | $1,021,895 | $223,823+356.6% | $211,142+384.0% | $154,746+560.4% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.14% | 50.39%-36.3pp | 46.84%-32.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $5,197 | $6,787-23.4% | $6,442-19.3% | $4,379+18.7% |
| Participant deferral / active EE | $12,295 | $9,750+26.1% | $9,284+32.4% | $6,730+82.7% |
| Admin fee / account holder | $5,953 | $19,707-69.8% | $19,076-68.8% | $14,365-58.6% |