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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 | $306,720 | $96,678+217.3% | $86,640+254.0% | $139,466+119.9% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 13.05% | 106.69%-93.6pp | 592.52%-579.5pp | 373.66%-360.6pp |
| Employer contribution / active EE | $20,008 | $3,265+512.7% | $3,024+561.6% | $4,754+320.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,953 | $6,410-53.9% | $5,616-47.4% | $11,409-74.1% |