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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 | $604,587 | $160,040+277.8% | $147,096+311.0% | $145,877+314.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.98% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,700 | $5,289-30.0% | $4,936-25.0% | $4,663-20.7% |
| Participant deferral / active EE | $26,950 | $8,429+219.7% | $8,071+233.9% | $6,691+302.8% |
| Admin fee / account holder | $2,559 | $15,050-83.0% | $13,005-80.3% | $13,402-80.9% |