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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 | $892,545 | $81,664+993.0% | $70,476+1166.4% | $158,966+461.5% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 10.81% | 208.59%-197.8pp | 109.12%-98.3pp | 302.95%-292.1pp |
| Employer contribution / active EE | $14,510 | $3,219+350.8% | $2,738+430.0% | $4,762+204.7% |
| Participant deferral / active EE | $10,400 | $4,556+128.3% | $3,710+180.3% | $5,983+73.8% |
| Admin fee / account holder | $31,720 | $6,197+411.8% | $3,847+724.5% | $11,250+182.0% |