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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 | $306,410 | $60,128+409.6% | $90,440+238.8% | $79,852+283.7% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 19.42% | 71.95%-52.5pp | 1294.38%-1275.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $2,307 | $2,068+11.5% | $3,263-29.3% | $2,471-6.6% |
| Participant deferral / active EE | $4,397 | $2,939+49.6% | $3,964+10.9% | $3,740+17.6% |
| Admin fee / account holder | $28,558 | $3,977+618.0% | $5,615+408.6% | $5,306+438.2% |