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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 | $253,743 | $227,541+11.5% | $189,544+33.9% | $167,497+51.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 10.67% | 78.42%-67.7pp | 64.18%-53.5pp | 478.62%-467.9pp |
| Employer contribution / active EE | $0 | $5,314-100.0% | $4,411-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,400 | $7,002-37.2% | $6,174-28.7% | $6,341-30.6% |
| Admin fee / account holder | $4,188 | $11,879-64.7% | $9,808-57.3% | $12,310-66.0% |