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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 | $291,791 | $169,361+72.3% | $129,397+125.5% | $145,877+100.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.59% | 14395.54%-14382.0pp | 9453.98%-9440.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $6,447 | $5,542+16.3% | $4,154+55.2% | $4,663+38.2% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,691+71.9% |
| Admin fee / account holder | $3,871 | $9,903-60.9% | $7,679-49.6% | $13,402-71.1% |