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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 | $367,432 | $167,323+119.6% | $143,770+155.6% | $134,493+173.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.61% | 0.47%-17.1pp | -0.04%-16.6pp | 418.01%-434.6pp |
| Employer contribution / active EE | $20,427 | $5,619+263.5% | $4,951+312.6% | $4,740+330.9% |
| Participant deferral / active EE | $11,132 | $6,446+72.7% | $5,638+97.5% | $6,400+73.9% |
| Admin fee / account holder | $8,147 | $18,088-55.0% | $14,673-44.5% | $11,425-28.7% |