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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 | $316,270 | $180,459+75.3% | $154,108+105.2% | $135,380+133.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.93% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $8,683 | $6,035+43.9% | $5,298+63.9% | $4,779+81.7% |
| Participant deferral / active EE | $7,750 | $5,806+33.5% | $5,081+52.5% | $5,609+38.2% |
| Admin fee / account holder | $1,809 | $16,145-88.8% | $13,411-86.5% | $10,828-83.3% |