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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 | $530,363 | $169,336+213.2% | $129,384+309.9% | $145,884+263.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 10.83% | 14408.70%-14397.9pp | 9461.77%-9450.9pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,123 | $5,540-43.6% | $4,153-24.8% | $4,662-33.0% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $31,362 | $9,912+216.4% | $7,686+308.1% | $13,392+134.2% |