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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 | $1,328,476 | $67,372+1871.8% | $60,906+2081.2% | $134,532+887.5% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.1%-63.1pp | 81.2%-71.2pp |
| Annual return | 17.03% | 50.05%-33.0pp | 16.94%+0.1pp | 418.27%-401.2pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,269 | $4,588-72.3% | $3,227-60.7% | $11,429-88.9% |