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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 | $2,329,546 | $95,917+2328.7% | $79,583+2827.2% | $134,545+1631.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 176.89% | -2.70%+179.6pp | 0.16%+176.7pp | 418.37%-241.5pp |
| Employer contribution / active EE | $3,979 | $3,129+27.1% | $2,414+64.8% | $4,742-16.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $394 | $9,132-95.7% | $6,835-94.2% | $11,431-96.6% |