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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 | $364,529 | $176,105+107.0% | $159,474+128.6% | $167,536+117.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.26% | 331.91%-319.7pp | 263.68%-251.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $11,667 | $5,299+120.2% | $4,831+141.5% | $4,839+141.1% |
| Participant deferral / active EE | $10,845 | $7,751+39.9% | $7,353+47.5% | $6,342+71.0% |
| Admin fee / account holder | $5,845 | $12,559-53.5% | $10,802-45.9% | $12,315-52.5% |