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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 | $1,793,656 | $183,592+877.0% | $155,574+1052.9% | $145,877+1129.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 27.78% | 61.37%-33.6pp | 64.87%-37.1pp | 551.28%-523.5pp |
| Employer contribution / active EE | $2,916 | $5,317-45.2% | $4,676-37.6% | $4,663-37.5% |
| Participant deferral / active EE | $15,815 | $6,466+144.6% | $5,629+180.9% | $6,691+136.4% |
| Admin fee / account holder | $257,793 | $19,316+1234.6% | $15,914+1519.9% | $13,402+1823.5% |