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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 | $290,514 | $198,457+46.4% | $170,435+70.5% | $147,586+96.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.14% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.4pp |
| Employer contribution / active EE | $3,515 | $6,183-43.2% | $5,432-35.3% | $4,876-27.9% |
| Participant deferral / active EE | $9,379 | $5,629+66.6% | $4,939+89.9% | $5,439+72.4% |
| Admin fee / account holder | $11,418 | $16,852-32.2% | $13,881-17.7% | $10,886+4.9% |