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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 | $1,031,691 | $183,516+462.2% | $155,534+563.3% | $145,884+607.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 20.32% | 61.43%-41.1pp | 64.92%-44.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,365 | $5,315-55.5% | $4,675-49.4% | $4,662-49.3% |
| Participant deferral / active EE | $10,967 | $6,467+69.6% | $5,630+94.8% | $6,690+63.9% |
| Admin fee / account holder | $5,169 | $19,293-73.2% | $15,900-67.5% | $13,392-61.4% |