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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 | $328,176 | $183,516+78.8% | $155,534+111.0% | $145,884+125.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 26.58% | 61.43%-34.8pp | 64.92%-38.3pp | 551.85%-525.3pp |
| Employer contribution / active EE | $9,413 | $5,315+77.1% | $4,675+101.4% | $4,662+101.9% |
| Participant deferral / active EE | $8,917 | $6,467+37.9% | $5,630+58.4% | $6,690+33.3% |
| Admin fee / account holder | $1,746 | $19,293-90.9% | $15,900-89.0% | $13,392-87.0% |