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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 | $587,882 | $148,582+295.7% | $135,942+332.5% | $139,456+321.6% |
| Participation rate | 11.8% | 83.9%-72.1pp | 81.9%-70.1pp | 80.3%-68.6pp |
| Annual return | 15.49% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,297 | $5,245-56.2% | $4,858-52.7% | $4,753-51.7% |
| Participant deferral / active EE | $6,672 | $8,101-17.6% | $7,759-14.0% | $6,711-0.6% |
| Admin fee / account holder | $21,533 | $12,402+73.6% | $10,764+100.0% | $11,407+88.8% |