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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 | $252,608 | $183,539+37.6% | $155,556+62.4% | $145,897+73.1% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 20.39% | 61.31%-40.9pp | 64.84%-44.4pp | 552.29%-531.9pp |
| Employer contribution / active EE | $4,981 | $5,315-6.3% | $4,675+6.5% | $4,663+6.8% |
| Participant deferral / active EE | $6,240 | $6,467-3.5% | $5,631+10.8% | $6,689-6.7% |
| Admin fee / account holder | $1,964 | $19,275-89.8% | $15,885-87.6% | $13,390-85.3% |