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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 | $1,491,906 | $87,166+1611.6% | $76,735+1844.2% | $137,256+987.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 14.86% | 26.50%-11.6pp | 29.77%-14.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,073 | $2,904+143.5% | $2,454+188.2% | $4,156+70.2% |
| Participant deferral / active EE | $4,007 | $4,726-15.2% | $4,088-2.0% | $6,407-37.5% |
| Admin fee / account holder | $182,891 | $8,403+2076.5% | $7,189+2443.9% | $12,270+1390.5% |