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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 | $1,255,982 | $202,342+520.7% | $172,752+627.0% | $152,897+721.5% |
| Participation rate | 11.8% | 87.1%-75.3pp | 82.6%-70.9pp | 82.5%-70.7pp |
| Annual return | 27.50% | 1029.83%-1002.3pp | 802.97%-775.5pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,699 | $5,858-71.0% | $5,144-67.0% | $4,764-64.3% |
| Participant deferral / active EE | $2,941 | $5,948-50.6% | $5,198-43.4% | $5,851-49.7% |
| Admin fee / account holder | $459 | $17,111-97.3% | $13,955-96.7% | $11,599-96.0% |