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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 | $259,412 | $202,342+28.2% | $172,753+50.2% | $152,909+69.7% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 28.50% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $2,056 | $5,857-64.9% | $5,144-60.0% | $4,764-56.8% |
| Participant deferral / active EE | $13,096 | $5,948+120.2% | $5,198+152.0% | $5,851+123.8% |
| Admin fee / account holder | $24,922 | $17,112+45.6% | $13,956+78.6% | $11,601+114.8% |