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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 | $275,283 | $110,240+149.7% | $96,544+185.1% | $139,487+97.4% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 10.56% | 26.41%-15.9pp | 25.88%-15.3pp | 373.84%-363.3pp |
| Employer contribution / active EE | $18,190 | $3,622+402.2% | $2,966+513.2% | $4,755+282.6% |
| Participant deferral / active EE | $13,750 | $5,549+147.8% | $4,851+183.4% | $6,713+104.8% |
| Admin fee / account holder | $139,938 | $11,602+1106.1% | $8,254+1595.3% | $11,407+1126.7% |