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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 | $268,031 | $126,519+111.8% | $106,201+152.4% | $145,959+83.6% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.09% | 225.10%-216.0pp | 116.26%-107.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,144 | $3,726-42.5% | $3,170-32.4% | $4,661-54.0% |
| Participant deferral / active EE | $12,544 | $5,716+119.5% | $5,012+150.3% | $6,689+87.5% |
| Admin fee / account holder | $4,552 | $17,312-73.7% | $11,039-58.8% | $13,398-66.0% |