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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 | $308,163 | $177,353+73.8% | $158,226+94.8% | $198,609+55.2% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 18.30% | 599.50%-581.2pp | 501.41%-483.1pp | 202.70%-184.4pp |
| Employer contribution / active EE | $780 | $3,239-75.9% | $2,986-73.9% | $5,055-84.6% |
| Participant deferral / active EE | $7,352 | $4,615+59.3% | $4,317+70.3% | $6,977+5.4% |
| Admin fee / account holder | $1,117 | $10,960-89.8% | $10,217-89.1% | $19,030-94.1% |