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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 | $693,561 | $169,336+309.6% | $129,384+436.0% | $145,884+375.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 9.21% | 14408.70%-14399.5pp | 9461.77%-9452.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $760 | $5,540-86.3% | $4,153-81.7% | $4,662-83.7% |
| Participant deferral / active EE | $3,145 | $4,985-36.9% | $4,166-24.5% | $6,690-53.0% |
| Admin fee / account holder | $11,949 | $9,912+20.5% | $7,686+55.5% | $13,392-10.8% |