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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 | $396,372 | $202,345+95.9% | $172,755+129.4% | $152,885+159.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 118.67% | 1029.77%-911.1pp | 802.94%-684.3pp | 345.39%-226.7pp |
| Employer contribution / active EE | $3,036 | $5,858-48.2% | $5,144-41.0% | $4,763-36.3% |
| Participant deferral / active EE | $6,486 | $5,948+9.0% | $5,198+24.8% | $5,851+10.8% |
| Admin fee / account holder | $12,393 | $17,111-27.6% | $13,955-11.2% | $11,598+6.9% |