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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 | $1,079,455 | $180,749+497.2% | $160,784+571.4% | $137,256+686.5% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 16.43% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,872 | $4,155-55.0% | $3,733-49.9% | $4,156-55.0% |
| Participant deferral / active EE | $6,216 | $6,844-9.2% | $6,293-1.2% | $6,407-3.0% |
| Admin fee / account holder | $4,293 | $10,397-58.7% | $9,717-55.8% | $12,270-65.0% |