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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 | $100,262+185.0% | $81,370+251.2% | $145,897+95.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.10% | 34.52%-18.4pp | 24.85%-8.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $2,900 | $2,979-2.7% | $2,464+17.7% | $4,663-37.8% |
| Participant deferral / active EE | $11,734 | $4,612+154.4% | $3,885+202.0% | $6,689+75.4% |
| Admin fee / account holder | $35,262 | $8,163+332.0% | $5,749+513.3% | $13,390+163.3% |