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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 | $290,966 | $68,097+327.3% | $62,929+362.4% | $137,256+112.0% |
| Participation rate | 61.5% | 77.4%-15.9pp | 73.1%-11.6pp | 80.0%-18.4pp |
| Annual return | 15.37% | 1859.11%-1843.7pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,446 | $2,811-48.6% | $2,505-42.3% | $4,156-65.2% |
| Participant deferral / active EE | $4,349 | $4,553-4.5% | $3,888+11.8% | $6,407-32.1% |
| Admin fee / account holder | $6,607 | $6,521+1.3% | $5,065+30.5% | $12,270-46.2% |