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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 | $1,375,164 | $123,155+1016.6% | $108,753+1164.5% | $155,188+786.1% |
| Participation rate | 22.2% | 75.6%-53.4pp | 71.1%-48.9pp | 80.8%-58.6pp |
| Annual return | 192.09% | 44.73%+147.4pp | 37.47%+154.6pp | 148.84%+43.2pp |
| Employer contribution / active EE | $1,438 | $2,811-48.9% | $2,427-40.8% | $4,248-66.2% |
| Participant deferral / active EE | $5,914 | $4,623+27.9% | $4,115+43.7% | $6,531-9.5% |
| Admin fee / account holder | $7,343 | $12,126-39.4% | $10,320-28.8% | $14,480-49.3% |