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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 | $100,125+185.4% | $81,482+250.7% | $145,978+95.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.10% | 34.44%-18.3pp | 24.79%-8.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $2,900 | $2,977-2.6% | $2,463+17.7% | $4,662-37.8% |
| Participant deferral / active EE | $11,734 | $4,609+154.6% | $3,885+202.0% | $6,690+75.4% |
| Admin fee / account holder | $35,262 | $8,198+330.1% | $5,761+512.0% | $13,400+163.1% |