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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 | $578,717 | $100,139+477.9% | $85,187+579.3% | $145,884+296.7% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 13.36% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $423 | $3,238-86.9% | $2,732-84.5% | $4,662-90.9% |
| Participant deferral / active EE | $3,298 | $5,296-37.7% | $4,525-27.1% | $6,690-50.7% |
| Admin fee / account holder | $3,634 | $7,262-50.0% | $6,162-41.0% | $13,392-72.9% |