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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 | $470,896 | $148,623+216.8% | $135,974+246.3% | $139,466+237.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.42% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $8,628 | $5,246+64.5% | $4,859+77.6% | $4,754+81.5% |
| Participant deferral / active EE | $10,445 | $8,103+28.9% | $7,760+34.6% | $6,712+55.6% |
| Admin fee / account holder | $10,604 | $12,406-14.5% | $10,767-1.5% | $11,409-7.1% |