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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 | $309,508 | $165,399+87.1% | $149,745+106.7% | $158,982+94.7% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.67% | 348.34%-337.7pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,267 | $5,105-75.2% | $4,646-72.7% | $4,763-73.4% |
| Participant deferral / active EE | $4,329 | $7,183-39.7% | $6,843-36.7% | $5,983-27.7% |
| Admin fee / account holder | $34,840 | $10,811+222.3% | $9,312+274.2% | $11,252+209.6% |