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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 | $1,337,478 | $55,889+2293.1% | $76,119+1657.1% | $80,935+1552.5% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.1%-69.1pp | 67.7%-67.7pp |
| Annual return | 24.24% | 20.58%+3.7pp | 361.25%-337.0pp | 35.66%-11.4pp |
| Employer contribution / active EE | $1,046 | $1,866-43.9% | $2,693-61.1% | $2,757-62.0% |
| Participant deferral / active EE | $4,213 | $3,051+38.1% | $4,259-1.1% | $4,299-2.0% |
| Admin fee / account holder | $181,364 | $5,241+3360.2% | $6,421+2724.4% | $6,924+2519.2% |