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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 | $1,492,524 | $155,555+859.5% | $146,866+916.3% | $155,188+861.8% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 21.78% | 115.41%-93.6pp | 102.85%-81.1pp | 148.84%-127.1pp |
| Employer contribution / active EE | $22,083 | $4,647+375.2% | $4,425+399.1% | $4,248+419.9% |
| Participant deferral / active EE | $5,000 | $8,044-37.8% | $7,759-35.6% | $6,531-23.4% |
| Admin fee / account holder | $3,248 | $14,755-78.0% | $13,620-76.2% | $14,480-77.6% |