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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 | $1,741,729 | $167,352+940.8% | $143,788+1111.3% | $134,509+1194.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 28.42% | 0.47%+27.9pp | -0.03%+28.5pp | 418.13%-389.7pp |
| Employer contribution / active EE | $4,907 | $5,620-12.7% | $4,952-0.9% | $4,741+3.5% |
| Participant deferral / active EE | $8,625 | $6,447+33.8% | $5,638+53.0% | $6,400+34.8% |
| Admin fee / account holder | $808,900 | $18,091+4371.2% | $14,675+5412.1% | $11,427+6979.1% |