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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 | $475,657 | $198,457+139.7% | $170,435+179.1% | $147,586+222.3% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 13.58% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,865 | $6,183-69.8% | $5,432-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $4,145 | $5,629-26.4% | $4,939-16.1% | $5,439-23.8% |
| Admin fee / account holder | $3,294 | $16,852-80.5% | $13,881-76.3% | $10,886-69.7% |