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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 | $670,030 | $160,040+318.7% | $147,096+355.5% | $145,877+359.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 20.13% | 98.49%-78.4pp | 419.75%-399.6pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,488 | $5,289-53.0% | $4,936-49.6% | $4,663-46.7% |
| Participant deferral / active EE | $12,200 | $8,429+44.7% | $8,071+51.2% | $6,691+82.3% |
| Admin fee / account holder | $8,755 | $15,050-41.8% | $13,005-32.7% | $13,402-34.7% |