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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 | $355,822 | $76,368+365.9% | $67,681+425.7% | $154,746+129.9% |
| Participation rate | 16.7% | 79.0%-62.3pp | 73.7%-57.1pp | 80.7%-64.0pp |
| Annual return | 12.91% | 1066.77%-1053.9pp | 590.58%-577.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,448 | $4,824-70.0% | $3,976-63.6% | $6,730-78.5% |
| Admin fee / account holder | $825 | $8,559-90.4% | $6,100-86.5% | $14,365-94.3% |