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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 | $505,999 | $171,865+194.4% | $149,718+238.0% | $147,585+242.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 16.76% | 2113.29%-2096.5pp | 1501.67%-1484.9pp | 578.56%-561.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,250 | $7,270+13.5% | $6,569+25.6% | $5,439+51.7% |
| Admin fee / account holder | $868 | $13,799-93.7% | $11,283-92.3% | $10,885-92.0% |