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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 | $303,166 | $197,603+53.4% | $177,827+70.5% | $158,950+90.7% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 31.58% | 58.76%-27.2pp | 48.32%-16.7pp | 302.91%-271.3pp |
| Employer contribution / active EE | $40,228 | $6,698+500.6% | $5,918+579.7% | $4,762+744.8% |
| Participant deferral / active EE | $18,755 | $8,404+123.2% | $7,713+143.1% | $5,983+213.5% |
| Admin fee / account holder | $41,049 | $15,402+166.5% | $12,429+230.3% | $11,248+264.9% |