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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 | $304,236 | $99,995+204.3% | $85,063+257.7% | $145,978+108.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 13.92% | 83.99%-70.1pp | 66.54%-52.6pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,819 | $3,231+18.2% | $2,727+40.0% | $4,662-18.1% |
| Participant deferral / active EE | $4,812 | $5,295-9.1% | $4,523+6.4% | $6,690-28.1% |
| Admin fee / account holder | $10,297 | $7,255+41.9% | $6,155+67.3% | $13,400-23.2% |