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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 | $352,762 | $108,685+224.6% | $74,719+372.1% | $152,885+130.7% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 23.21% | 114.09%-90.9pp | 753.05%-729.8pp | 345.39%-322.2pp |
| Employer contribution / active EE | $675 | $1,504-55.1% | $1,084-37.7% | $4,763-85.8% |
| Participant deferral / active EE | $6,333 | $2,712+133.5% | $1,963+222.6% | $5,851+8.2% |
| Admin fee / account holder | $2,314 | $4,905-52.8% | $3,334-30.6% | $11,598-80.1% |