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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 | $2,008,403 | $183,988+991.6% | $162,177+1138.4% | $152,897+1213.6% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 19.74% | 150.79%-131.0pp | 115.60%-95.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $13,500 | $6,370+111.9% | $5,613+140.5% | $4,764+183.4% |
| Participant deferral / active EE | $10,137 | $8,032+26.2% | $7,297+38.9% | $5,851+73.3% |
| Admin fee / account holder | $6,328 | $13,123-51.8% | $10,843-41.6% | $11,599-45.4% |