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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 | $522,272 | $111,814+367.1% | $103,378+405.2% | $145,978+257.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 10.57% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $3,449 | $4,215-18.2% | $3,870-10.9% | $4,662-26.0% |
| Participant deferral / active EE | $27,000 | $5,618+380.6% | $5,058+433.8% | $6,690+303.6% |
| Admin fee / account holder | $58,519 | $9,764+499.3% | $8,401+596.6% | $13,400+336.7% |