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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 | $254,437 | $96,419+163.9% | $80,648+215.5% | $139,487+82.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 15.21% | 1352.86%-1337.7pp | 937.21%-922.0pp | 373.84%-358.6pp |
| Employer contribution / active EE | $3,505 | $3,261+7.5% | $2,724+28.7% | $4,755-26.3% |
| Participant deferral / active EE | $11,125 | $5,225+112.9% | $4,443+150.4% | $6,713+65.7% |
| Admin fee / account holder | $2,232 | $6,605-66.2% | $5,382-58.5% | $11,407-80.4% |