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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 | $764,602 | $150,446+408.2% | $136,297+461.0% | $147,585+418.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.29% | 1049.14%-1034.9pp | 5156.19%-5141.9pp | 578.58%-564.3pp |
| Employer contribution / active EE | $2,019 | $5,256-61.6% | $4,696-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $3,632 | $6,631-45.2% | $6,247-41.9% | $5,439-33.2% |
| Admin fee / account holder | $2,142 | $10,906-80.4% | $9,244-76.8% | $10,886-80.3% |