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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 | $2,230,382 | $176,077+1166.7% | $159,455+1298.8% | $167,518+1231.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 20.16% | 331.83%-311.7pp | 263.63%-243.5pp | 478.71%-458.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,000 | $7,751-48.4% | $7,353-45.6% | $6,342-36.9% |
| Admin fee / account holder | $184,288 | $12,556+1367.7% | $10,800+1606.3% | $12,312+1396.8% |