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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 | $267,875 | $148,582+80.3% | $135,942+97.1% | $139,456+92.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.13% | 79.26%-56.1pp | 68.28%-45.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $9,010 | $5,245+71.8% | $4,858+85.5% | $4,753+89.6% |
| Participant deferral / active EE | $7,008 | $8,101-13.5% | $7,759-9.7% | $6,711+4.4% |
| Admin fee / account holder | $1,401 | $12,402-88.7% | $10,764-87.0% | $11,407-87.7% |