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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 | $972,325 | $223,823+334.4% | $211,142+360.5% | $154,746+528.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.41% | 50.39%-39.0pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,167 | $9,750+86.3% | $9,284+95.7% | $6,730+169.9% |
| Admin fee / account holder | $7,036 | $19,707-64.3% | $19,076-63.1% | $14,365-51.0% |