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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 | $352,732 | $112,121+214.6% | $95,960+267.6% | $158,966+121.9% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 31.38% | 171.16%-139.8pp | 91.63%-60.3pp | 302.95%-271.6pp |
| Employer contribution / active EE | $1,140 | $3,199-64.4% | $2,541-55.1% | $4,762-76.1% |
| Participant deferral / active EE | $4,329 | $4,784-9.5% | $4,167+3.9% | $5,983-27.6% |
| Admin fee / account holder | $2,406 | $10,135-76.3% | $6,797-64.6% | $11,250-78.6% |