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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 | $1,130,824 | $196,972+474.1% | $182,262+520.4% | $198,609+469.4% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 18.26% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $3,500 | $5,364-34.7% | $5,046-30.6% | $5,055-30.8% |
| Participant deferral / active EE | $7,833 | $8,643-9.4% | $8,276-5.4% | $6,977+12.3% |
| Admin fee / account holder | $6,127 | $18,429-66.8% | $16,712-63.3% | $19,030-67.8% |