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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 | $348,704 | $227,566+53.2% | $189,558+84.0% | $167,518+108.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.5%-11.8pp | 82.1%-15.4pp |
| Annual return | 8.76% | 78.43%-69.7pp | 64.19%-55.4pp | 478.71%-470.0pp |
| Employer contribution / active EE | $2,320 | $5,316-56.4% | $4,412-47.4% | $4,838-52.1% |
| Participant deferral / active EE | $16,667 | $7,002+138.0% | $6,174+170.0% | $6,342+162.8% |
| Admin fee / account holder | $45,539 | $11,881+283.3% | $9,809+364.3% | $12,312+269.9% |