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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 | $281,589 | $148,623+89.5% | $135,974+107.1% | $139,466+101.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 16.64% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $6,260 | $5,246+19.3% | $4,859+28.8% | $4,754+31.7% |
| Participant deferral / active EE | $12,853 | $8,103+58.6% | $7,760+65.6% | $6,712+91.5% |
| Admin fee / account holder | $15,062 | $12,406+21.4% | $10,767+39.9% | $11,409+32.0% |