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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 | $350,534 | $106,001+230.7% | $92,235+280.0% | $147,585+137.5% |
| Participation rate | 18.2% | 80.4%-62.2pp | 76.5%-58.3pp | 82.8%-64.6pp |
| Annual return | 19.03% | 50.05%-31.0pp | 176.28%-157.3pp | 578.56%-559.5pp |
| Employer contribution / active EE | $725 | $4,333-83.3% | $3,679-80.3% | $4,876-85.1% |
| Participant deferral / active EE | $1,546 | $4,478-65.5% | $3,897-60.3% | $5,439-71.6% |
| Admin fee / account holder | $7,998 | $6,332+26.3% | $5,194+54.0% | $10,885-26.5% |