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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 | $607,012 | $76,608+692.4% | $56,077+982.5% | $145,877+316.1% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 18.33% | 3009.59%-2991.3pp | 1709.28%-1690.9pp | 551.28%-532.9pp |
| Employer contribution / active EE | $5,007 | $1,382+262.4% | $1,040+381.2% | $4,663+7.4% |
| Participant deferral / active EE | $20,333 | $2,624+674.8% | $1,954+940.6% | $6,691+203.9% |
| Admin fee / account holder | $1,534 | $3,325-53.9% | $2,825-45.7% | $13,402-88.6% |