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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 | $1,038,811 | $135,956+664.1% | $123,894+738.5% | $273,970+279.2% |
| Participation rate | 12.5% | 84.1%-71.6pp | 81.4%-68.9pp | 83.0%-70.5pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,939 | $5,170+14.9% | $4,617+28.6% | $4,869+22.0% |
| Participant deferral / active EE | $7,225 | $6,343+13.9% | $5,984+20.7% | $5,287+36.6% |
| Admin fee / account holder | $42,189 | $9,817+329.7% | $8,357+404.8% | $10,132+316.4% |