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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 | $607,767 | $176,105+245.1% | $159,474+281.1% | $167,536+262.8% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.35% | 331.91%-317.6pp | 263.68%-249.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $8,966 | $5,299+69.2% | $4,831+85.6% | $4,839+85.3% |
| Participant deferral / active EE | $2,930 | $7,751-62.2% | $7,353-60.2% | $6,342-53.8% |
| Admin fee / account holder | $4,206 | $12,559-66.5% | $10,802-61.1% | $12,315-65.8% |