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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 | $887,940 | $212,777+317.3% | $173,703+411.2% | $198,609+347.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 11.23% | 18.82%-7.6pp | 17.46%-6.2pp | 202.70%-191.5pp |
| Employer contribution / active EE | $22,930 | $5,214+339.8% | $4,288+434.8% | $5,055+353.6% |
| Participant deferral / active EE | $14,390 | $5,697+152.6% | $4,854+196.5% | $6,977+106.3% |
| Admin fee / account holder | $9,192 | $19,536-52.9% | $15,562-40.9% | $19,030-51.7% |