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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 | $339,937 | $125,190+171.5% | $105,624+221.8% | $145,897+133.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 14.19% | 225.22%-211.0pp | 116.20%-102.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,515 | $3,720-32.4% | $3,168-20.6% | $4,663-46.1% |
| Participant deferral / active EE | $5,849 | $5,716+2.3% | $5,013+16.7% | $6,689-12.6% |
| Admin fee / account holder | $4,390 | $17,138-74.4% | $10,961-60.0% | $13,390-67.2% |