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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 | $503,417 | $138,076+264.6% | $123,553+307.5% | $135,380+271.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -6.99% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,600 | $5,152-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $7,400 | $6,800+8.8% | $6,426+15.2% | $5,609+31.9% |
| Admin fee / account holder | $7,236 | $10,917-33.7% | $9,284-22.1% | $10,828-33.2% |