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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 | $3,955,453 | $80,731+4799.5% | $103,374+3726.3% | $74,546+5206.1% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 29.77% | 27.56%+2.2pp | 24.89%+4.9pp | 1366.03%-1336.3pp |
| Employer contribution / active EE | $1,970 | $3,158-37.6% | $3,869-49.1% | $2,624-24.9% |
| Participant deferral / active EE | $3,246 | $3,860-15.9% | $5,058-35.8% | $4,347-25.3% |
| Admin fee / account holder | $43,835 | $2,369+1750.7% | $8,394+422.2% | $1,944+2155.4% |