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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 | $1,003,264 | $183,516+446.7% | $155,534+545.0% | $145,884+587.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 14.07% | 61.43%-47.4pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,076 | $5,315-60.9% | $4,675-55.6% | $4,662-55.5% |
| Participant deferral / active EE | $8,767 | $6,467+35.6% | $5,630+55.7% | $6,690+31.1% |
| Admin fee / account holder | $23,212 | $19,293+20.3% | $15,900+46.0% | $13,392+73.3% |