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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 | $296,746 | $171,492+73.0% | $150,734+96.9% | $198,609+49.4% |
| Participation rate | 30.0% | 81.4%-51.4pp | 78.4%-48.4pp | 82.4%-52.4pp |
| Annual return | 19.20% | 804.70%-785.5pp | 600.81%-581.6pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,249 | $5,470-58.9% | $4,918-54.3% | $5,055-55.5% |
| Participant deferral / active EE | $8,550 | $6,259+36.6% | $5,610+52.4% | $6,977+22.5% |
| Admin fee / account holder | $2,172 | $17,628-87.7% | $14,905-85.4% | $19,030-88.6% |