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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 | $783,424 | $211,946+269.6% | $169,452+362.3% | $135,380+478.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 8.08% | 3.26%+4.8pp | 1.83%+6.3pp | 519.81%-511.7pp |
| Employer contribution / active EE | $12,657 | $5,117+147.3% | $4,157+204.5% | $4,779+164.8% |
| Participant deferral / active EE | $16,333 | $6,075+168.8% | $5,277+209.5% | $5,609+191.2% |
| Admin fee / account holder | $9,615 | $11,472-16.2% | $9,110+5.6% | $10,828-11.2% |