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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 | $321,714 | $104,953+206.5% | $84,637+280.1% | $152,909+110.4% |
| Participation rate | 0.0% | 74.8%-74.8pp | 68.2%-68.2pp | 82.5%-82.5pp |
| Annual return | 14.16% | 373.94%-359.8pp | 258.82%-244.7pp | 345.46%-331.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,482 | $4,691-68.4% | $3,900-62.0% | $5,851-74.7% |
| Admin fee / account holder | $82,467 | $6,244+1220.6% | $4,914+1578.1% | $11,601+610.9% |