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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 | $548,190 | $160,028+242.6% | $147,080+272.7% | $145,884+275.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.90% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $7,040 | $5,286+33.2% | $4,933+42.7% | $4,662+51.0% |
| Participant deferral / active EE | $30,000 | $8,422+256.2% | $8,066+271.9% | $6,690+348.5% |
| Admin fee / account holder | $4,246 | $15,030-71.8% | $12,989-67.3% | $13,392-68.3% |