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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 | $320,547 | $184,000+74.2% | $162,185+97.6% | $152,909+109.6% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 18.06% | 150.80%-132.7pp | 115.61%-97.5pp | 345.46%-327.4pp |
| Employer contribution / active EE | $35,000 | $6,370+449.4% | $5,613+523.5% | $4,764+634.7% |
| Participant deferral / active EE | $25,000 | $8,033+211.2% | $7,297+242.6% | $5,851+327.3% |
| Admin fee / account holder | $1,812 | $13,124-86.2% | $10,844-83.3% | $11,601-84.4% |