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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 | $1,303,109 | $129,737+904.4% | $119,126+993.9% | $154,746+742.1% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 11.91% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,045 | $4,375-76.1% | $4,034-74.1% | $4,379-76.1% |
| Participant deferral / active EE | $5,200 | $5,842-11.0% | $5,318-2.2% | $6,730-22.7% |
| Admin fee / account holder | $7,371 | $11,961-38.4% | $10,693-31.1% | $14,365-48.7% |