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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 | $319,093 | $160,028+99.4% | $147,080+117.0% | $145,884+118.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.34% | 98.60%-87.3pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,319 | $5,286-75.0% | $4,933-73.3% | $4,662-71.7% |
| Participant deferral / active EE | $4,203 | $8,422-50.1% | $8,066-47.9% | $6,690-37.2% |
| Admin fee / account holder | $629 | $15,030-95.8% | $12,989-95.2% | $13,392-95.3% |