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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 | $977,395 | $100,003+877.4% | $146,685+566.3% | $85,856+1038.4% |
| Participation rate | 17.9% | 73.1%-55.2pp | 80.1%-62.2pp | 69.3%-51.5pp |
| Annual return | 16.30% | 18.93%-2.6pp | 22.75%-6.4pp | 318.58%-302.3pp |
| Employer contribution / active EE | $7,274 | $2,559+184.2% | $4,137+75.8% | $2,565+183.6% |
| Participant deferral / active EE | $7,505 | $4,006+87.3% | $5,507+36.3% | $3,952+89.9% |
| Admin fee / account holder | $19,927 | $7,704+158.7% | $10,281+93.8% | $6,261+218.3% |