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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 | $704,171 | $180,749+289.6% | $160,784+338.0% | $137,256+413.0% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 12.58% | 2234.46%-2221.9pp | 1803.92%-1791.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,000 | $6,844+2.3% | $6,293+11.2% | $6,407+9.3% |
| Admin fee / account holder | $99,986 | $10,397+861.7% | $9,717+929.0% | $12,270+714.9% |