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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 | $251,304 | $160,059+57.0% | $140,019+79.5% | $135,379+85.6% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -4.69% | 911.44%-916.1pp | 651.15%-655.8pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,722 | $6,420-57.6% | $5,605-51.4% | $4,779-43.0% |
| Participant deferral / active EE | $7,347 | $7,641-3.8% | $6,927+6.1% | $5,609+31.0% |
| Admin fee / account holder | $1,306 | $13,328-90.2% | $10,705-87.8% | $10,828-87.9% |