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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 | $274,507 | $160,028+71.5% | $147,080+86.6% | $145,884+88.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.37% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,220 | $5,286-58.0% | $4,933-55.0% | $4,662-52.4% |
| Participant deferral / active EE | $12,516 | $8,422+48.6% | $8,066+55.2% | $6,690+87.1% |
| Admin fee / account holder | $25,295 | $15,030+68.3% | $12,989+94.7% | $13,392+88.9% |