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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 | $486,662 | $124,314+291.5% | $109,163+345.8% | $167,518+190.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 13.11% | 26.04%-12.9pp | 25.75%-12.6pp | 478.71%-465.6pp |
| Employer contribution / active EE | $1,069 | $4,209-74.6% | $3,723-71.3% | $4,838-77.9% |
| Participant deferral / active EE | $5,877 | $5,256+11.8% | $4,654+26.3% | $6,342-7.3% |
| Admin fee / account holder | $3,120 | $7,973-60.9% | $6,754-53.8% | $12,312-74.7% |