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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 | $779,149 | $96,678+705.9% | $86,640+799.3% | $139,466+458.7% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.9pp | 80.3%-37.5pp |
| Annual return | 20.95% | 106.69%-85.7pp | 592.52%-571.6pp | 373.66%-352.7pp |
| Employer contribution / active EE | $3,857 | $3,265+18.1% | $3,024+27.5% | $4,754-18.9% |
| Participant deferral / active EE | $7,469 | $4,837+54.4% | $4,438+68.3% | $6,712+11.3% |
| Admin fee / account holder | $709 | $6,410-88.9% | $5,616-87.4% | $11,409-93.8% |