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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 | $495,210 | $111,785+343.0% | $93,669+428.7% | $145,877+239.5% |
| Participation rate | 41.2% | 74.2%-33.1pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 21.14% | 203.79%-182.6pp | 133.59%-112.4pp | 551.28%-530.1pp |
| Employer contribution / active EE | $3,206 | $3,096+3.6% | $2,424+32.3% | $4,663-31.2% |
| Participant deferral / active EE | $6,774 | $4,919+37.7% | $4,416+53.4% | $6,691+1.3% |
| Admin fee / account holder | $1,765 | $10,256-82.8% | $8,291-78.7% | $13,402-86.8% |