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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 | $3,006,947 | $172,111+1647.1% | $150,298+1900.7% | $137,256+2090.8% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 11.90% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $7,750 | $4,636+67.2% | $4,154+86.6% | $4,156+86.5% |
| Participant deferral / active EE | $5,167 | $6,166-16.2% | $5,453-5.2% | $6,407-19.4% |
| Admin fee / account holder | $19,662 | $16,471+19.4% | $14,116+39.3% | $12,270+60.2% |