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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 | $685,814 | $129,737+428.6% | $119,126+475.7% | $154,746+343.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 10.99% | 379.08%-368.1pp | 282.11%-271.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,170 | $4,375-73.3% | $4,034-71.0% | $4,379-73.3% |
| Participant deferral / active EE | $6,764 | $5,842+15.8% | $5,318+27.2% | $6,730+0.5% |
| Admin fee / account holder | $163,817 | $11,961+1269.6% | $10,693+1432.0% | $14,365+1040.4% |