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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 | $994,668 | $124,425+699.4% | $112,040+787.8% | $137,256+624.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 11.41% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $4,200 | $3,411+23.1% | $2,954+42.2% | $4,156+1.1% |
| Participant deferral / active EE | $15,500 | $5,718+171.1% | $5,098+204.1% | $6,407+141.9% |
| Admin fee / account holder | $3,886 | $15,207-74.4% | $12,098-67.9% | $12,270-68.3% |