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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 | $454,816 | $110,379+312.1% | $102,412+344.1% | $145,884+211.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.30% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $6,186 | $4,216+46.7% | $3,870+59.8% | $4,662+32.7% |
| Participant deferral / active EE | $6,573 | $5,622+16.9% | $5,060+29.9% | $6,690-1.7% |
| Admin fee / account holder | $3,585 | $9,745-63.2% | $8,388-57.3% | $13,392-73.2% |