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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 | $269,237 | $104,106+158.6% | $71,086+278.7% | $135,379+98.9% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $579 | $1,485-61.0% | $1,088-46.8% | $4,779-87.9% |
| Participant deferral / active EE | $5,286 | $2,527+109.2% | $1,874+182.0% | $5,609-5.8% |
| Admin fee / account holder | $2,060 | $4,142-50.3% | $3,082-33.2% | $10,828-81.0% |