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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 | $926,304 | $171,492+440.1% | $150,734+514.5% | $198,609+366.4% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 9.86% | 804.70%-794.8pp | 600.81%-590.9pp | 202.70%-192.8pp |
| Employer contribution / active EE | $2,411 | $5,470-55.9% | $4,918-51.0% | $5,055-52.3% |
| Participant deferral / active EE | $5,736 | $6,259-8.4% | $5,610+2.2% | $6,977-17.8% |
| Admin fee / account holder | $163,224 | $17,628+825.9% | $14,905+995.1% | $19,030+757.7% |