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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 | $273,930 | $99,079+176.5% | $78,002+251.2% | $273,9720% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 5.24% | 217.93%-212.7pp | 425.99%-420.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,062 | $4,306-5.7% | $3,497+16.2% | $5,287-23.2% |
| Admin fee / account holder | $7,983 | $8,954-10.8% | $5,481+45.7% | $10,133-21.2% |