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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 | $964,965 | $93,117+936.3% | $77,096+1151.6% | $134,532+617.3% |
| Participation rate | 9.1% | 74.5%-65.4pp | 67.9%-58.8pp | 81.2%-72.1pp |
| Annual return | 0.10% | 62.67%-62.6pp | 42.35%-42.2pp | 418.27%-418.2pp |
| Employer contribution / active EE | $1,786 | $3,420-47.8% | $2,814-36.5% | $4,741-62.3% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $884 | $6,948-87.3% | $5,428-83.7% | $11,429-92.3% |