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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 | $866,173 | $54,370+1493.1% | $82,763+946.6% | $68,490+1164.7% |
| Participation rate | 2.1% | 63.9%-61.8pp | 72.6%-70.4pp | 67.9%-65.8pp |
| Annual return | 31.14% | -13.67%+44.8pp | 702.45%-671.3pp | -7.85%+39.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $472 | $4,398-89.3% | $5,325-91.1% | $5,403-91.3% |