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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 | $1,748,383 | $95,664+1727.6% | $76,902+2173.5% | $139,487+1153.4% |
| Participation rate | 0.0% | 74.0%-74.0pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 31.58% | 55.03%-23.4pp | 37.91%-6.3pp | 373.84%-342.3pp |
| Employer contribution / active EE | $19,800 | $3,147+529.2% | $2,534+681.4% | $4,755+316.4% |
| Participant deferral / active EE | $30,000 | $4,626+548.5% | $3,833+682.6% | $6,713+346.9% |
| Admin fee / account holder | $269,504 | $8,311+3142.9% | $5,479+4819.1% | $11,407+2262.6% |