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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 | $341,592 | $183,978+85.7% | $162,171+110.6% | $152,885+123.4% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 15.78% | 150.78%-135.0pp | 115.60%-99.8pp | 345.39%-329.6pp |
| Employer contribution / active EE | $7,080 | $6,370+11.2% | $5,613+26.1% | $4,763+48.6% |
| Participant deferral / active EE | $17,761 | $8,033+121.1% | $7,297+143.4% | $5,851+203.6% |
| Admin fee / account holder | $52,507 | $13,122+300.1% | $10,843+384.3% | $11,598+352.7% |