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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 | $2,026,548 | $45,152+4388.3% | $73,836+2644.7% | $59,633+3298.4% |
| Participation rate | 3.2% | 64.0%-60.8pp | 73.4%-70.2pp | 68.7%-65.4pp |
| Annual return | -1.87% | 27.40%-29.3pp | 2268.06%-2269.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,315 | $1,901+21.8% | $2,787-16.9% | $2,203+5.1% |
| Participant deferral / active EE | $5,747 | $2,573+123.4% | $3,583+60.4% | $3,192+80.1% |
| Admin fee / account holder | $13,059 | $3,515+271.6% | $4,882+167.5% | $4,297+203.9% |