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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 | $285,775 | $100,004+185.8% | $81,438+250.9% | $145,959+95.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.10% | 34.34%-18.2pp | 24.74%-8.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $2,900 | $2,970-2.4% | $2,460+17.8% | $4,661-37.8% |
| Participant deferral / active EE | $11,734 | $4,603+154.9% | $3,883+202.2% | $6,689+75.4% |
| Admin fee / account holder | $35,262 | $8,202+329.9% | $5,764+511.8% | $13,398+163.2% |