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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 | $358,440 | $160,070+123.9% | $147,117+143.6% | $145,897+145.7% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 12.18% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,535 | $5,285-70.9% | $4,932-68.9% | $4,663-67.1% |
| Participant deferral / active EE | $3,090 | $8,419-63.3% | $8,065-61.7% | $6,689-53.8% |
| Admin fee / account holder | $1,714 | $15,035-88.6% | $12,993-86.8% | $13,390-87.2% |