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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 | $259,123 | $88,754+192.0% | $81,820+216.7% | $145,877+77.6% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 14.89% | 1031.77%-1016.9pp | 777.93%-763.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,785 | $4,648-18.6% | $4,323-12.4% | $6,691-43.4% |
| Admin fee / account holder | $48,046 | $8,424+470.4% | $7,391+550.1% | $13,402+258.5% |