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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 | $476,743 | $77,816+512.7% | $123,549+285.9% | $64,181+642.8% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | -2.67% | 12.49%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,428 | $3,014+113.3% | $4,628+38.9% | $2,381+170.0% |
| Participant deferral / active EE | $7,502 | $5,240+43.2% | $6,426+16.8% | $3,470+116.2% |
| Admin fee / account holder | $39,967 | $5,519+624.2% | $9,284+330.5% | $4,887+717.8% |