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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 | $460,751 | $150,447+206.3% | $136,298+238.0% | $147,586+212.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.46% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,960 | $5,256-24.7% | $4,696-15.7% | $4,876-18.8% |
| Participant deferral / active EE | $10,142 | $6,631+53.0% | $6,247+62.3% | $5,439+86.5% |
| Admin fee / account holder | $1,493 | $10,906-86.3% | $9,244-83.9% | $10,886-86.3% |