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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 | $3,993,861 | $90,617+4307.4% | $79,476+4925.3% | $135,382+2850.1% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 14.23% | 977.57%-963.3pp | 718.21%-704.0pp | 519.77%-505.5pp |
| Employer contribution / active EE | $1,185 | $3,068-61.4% | $2,800-57.7% | $4,779-75.2% |
| Participant deferral / active EE | $5,254 | $4,050+29.7% | $3,704+41.9% | $5,609-6.3% |
| Admin fee / account holder | $23,978 | $5,907+305.9% | $5,113+368.9% | $10,829+121.4% |