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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 | $1,626,675 | $181,062+798.4% | $158,223+928.1% | $155,188+948.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.69% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $10,187 | $4,565+123.2% | $4,109+147.9% | $4,248+139.8% |
| Participant deferral / active EE | $20,667 | $6,134+236.9% | $5,467+278.0% | $6,531+216.4% |
| Admin fee / account holder | $5,740 | $18,825-69.5% | $16,047-64.2% | $14,480-60.4% |