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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 | $698,055 | $183,539+280.3% | $155,556+348.7% | $145,897+378.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 22.26% | 61.31%-39.0pp | 64.84%-42.6pp | 552.29%-530.0pp |
| Employer contribution / active EE | $1,120 | $5,315-78.9% | $4,675-76.0% | $4,663-76.0% |
| Participant deferral / active EE | $5,403 | $6,467-16.4% | $5,631-4.0% | $6,689-19.2% |
| Admin fee / account holder | $13,332 | $19,275-30.8% | $15,885-16.1% | $13,390-0.4% |