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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 | $1,933,541 | $165,399+1069.0% | $149,745+1191.2% | $158,982+1116.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.27% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.7pp |
| Employer contribution / active EE | $5,581 | $5,105+9.3% | $4,646+20.1% | $4,763+17.2% |
| Participant deferral / active EE | $12,480 | $7,183+73.8% | $6,843+82.4% | $5,983+108.6% |
| Admin fee / account holder | $4,603 | $10,811-57.4% | $9,312-50.6% | $11,252-59.1% |