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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 | $1,597,170 | $77,814+1952.6% | $158,223+909.4% | $86,983+1736.2% |
| Participation rate | 2.9% | 68.4%-65.6pp | 79.2%-76.3pp | 69.5%-66.7pp |
| Annual return | 14.93% | 30.54%-15.6pp | 52.09%-37.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $24,381 | $5,879+314.7% | $16,047+51.9% | $7,856+210.4% |