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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 | $297,537 | $111,814+166.1% | $103,378+187.8% | $145,978+103.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.38% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $12,254 | $4,215+190.7% | $3,870+216.6% | $4,662+162.9% |
| Participant deferral / active EE | $11,201 | $5,618+99.4% | $5,058+121.5% | $6,690+67.4% |
| Admin fee / account holder | $1,053 | $9,764-89.2% | $8,401-87.5% | $13,400-92.1% |