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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 | $915,545 | $132,634+590.3% | $115,768+690.8% | $137,256+567.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 19.24% | 160.70%-141.5pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,103 | $3,360-7.6% | $2,940+5.6% | $4,156-25.3% |
| Participant deferral / active EE | $5,494 | $5,619-2.2% | $4,917+11.8% | $6,407-14.2% |
| Admin fee / account holder | $24,469 | $15,028+62.8% | $12,439+96.7% | $12,270+99.4% |