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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 | $373,885 | $167,533+123.2% | $151,645+146.6% | $134,545+177.9% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -13.45% | 7.81%-21.3pp | 3.34%-16.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $17,820 | $6,828+161.0% | $6,165+189.0% | $4,742+275.8% |
| Participant deferral / active EE | $36,874 | $8,985+310.4% | $8,363+340.9% | $6,401+476.0% |
| Admin fee / account holder | $85,543 | $13,781+520.8% | $11,614+636.6% | $11,431+648.4% |