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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 | $1,684,444 | $183,978+815.6% | $162,171+938.7% | $152,885+1001.8% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 40.25% | 150.78%-110.5pp | 115.60%-75.4pp | 345.39%-305.1pp |
| Employer contribution / active EE | $1,786 | $6,370-72.0% | $5,613-68.2% | $4,763-62.5% |
| Participant deferral / active EE | $6,192 | $8,033-22.9% | $7,297-15.1% | $5,851+5.8% |
| Admin fee / account holder | $20,669 | $13,122+57.5% | $10,843+90.6% | $11,598+78.2% |