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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 | $257,953 | $150,447+71.5% | $136,298+89.3% | $147,586+74.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.21% | 1049.15%-1032.9pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $4,116 | $5,256-21.7% | $4,696-12.3% | $4,876-15.6% |
| Participant deferral / active EE | $6,454 | $6,631-2.7% | $6,247+3.3% | $5,439+18.7% |
| Admin fee / account holder | $5,283 | $10,906-51.6% | $9,244-42.8% | $10,886-51.5% |