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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 | $540,544 | $106,923+405.5% | $84,023+543.3% | $152,909+253.5% |
| Participation rate | 60.0% | 75.3%-15.3pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 18.28% | 105.02%-86.7pp | 71.32%-53.0pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,670 | $2,735-2.4% | $1,984+34.6% | $4,764-44.0% |
| Participant deferral / active EE | $11,266 | $4,013+180.8% | $3,239+247.8% | $5,851+92.5% |
| Admin fee / account holder | $28,774 | $8,289+247.1% | $6,102+371.6% | $11,601+148.0% |