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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 | $328,535 | $180,749+81.8% | $160,784+104.3% | $137,256+139.4% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 13.42% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,411 | $4,155-42.0% | $3,733-35.4% | $4,156-42.0% |
| Participant deferral / active EE | $8,700 | $6,844+27.1% | $6,293+38.3% | $6,407+35.8% |
| Admin fee / account holder | $28,099 | $10,397+170.3% | $9,717+189.2% | $12,270+129.0% |