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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 | $309,592 | $72,446+327.3% | $67,561+358.2% | $145,877+112.2% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 12.84% | 7211.98%-7199.1pp | 3525.44%-3512.6pp | 551.28%-538.4pp |
| Employer contribution / active EE | $5,267 | $3,072+71.4% | $2,735+92.6% | $4,663+13.0% |
| Participant deferral / active EE | $7,692 | $4,785+60.8% | $4,003+92.2% | $6,691+15.0% |
| Admin fee / account holder | $557 | $5,541-89.9% | $4,006-86.1% | $13,402-95.8% |