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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 | $396,356 | $106,549+272.0% | $91,225+334.5% | $134,509+194.7% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -19.57% | 160.73%-180.3pp | 114.10%-133.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,750 | $3,331+12.6% | $2,851+31.5% | $4,741-20.9% |
| Participant deferral / active EE | $3,750 | $4,719-20.5% | $4,234-11.4% | $6,400-41.4% |
| Admin fee / account holder | $4,124 | $6,234-33.9% | $5,422-23.9% | $11,427-63.9% |