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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 | $1,035,729 | $153,311+575.6% | $109,313+847.5% | $273,972+278.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 9.88% | 29.86%-20.0pp | 22.07%-12.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $14,417 | $5,619+156.6% | $3,892+270.4% | $4,869+196.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,852 | $8,076+59.1% | $5,666+126.8% | $10,133+26.8% |