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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 | $1,389,723 | $81,358+1608.2% | $155,556+793.4% | $80,959+1616.6% |
| Participation rate | 2.9% | 66.3%-63.4pp | 78.2%-75.4pp | 67.7%-64.8pp |
| Annual return | 12.91% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,416 | $7,994+130.4% | $15,885+15.9% | $6,925+165.9% |