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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 | $293,741 | $175,257+67.6% | $149,717+96.2% | $139,456+110.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.88% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.6pp |
| Employer contribution / active EE | $16,888 | $5,477+208.4% | $4,820+250.4% | $4,753+255.3% |
| Participant deferral / active EE | $20,165 | $6,521+209.2% | $5,682+254.9% | $6,711+200.5% |
| Admin fee / account holder | $1,957 | $16,156-87.9% | $13,213-85.2% | $11,407-82.8% |