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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 | $1,473,153 | $172,111+755.9% | $150,298+880.2% | $137,256+973.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.90% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,652 | $4,636-64.4% | $4,154-60.2% | $4,156-60.2% |
| Participant deferral / active EE | $12,400 | $6,166+101.1% | $5,453+127.4% | $6,407+93.5% |
| Admin fee / account holder | $36,577 | $16,471+122.1% | $14,116+159.1% | $12,270+198.1% |