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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 | $312,401 | $88,710+252.2% | $81,783+282.0% | $145,959+114.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.23% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,574 | $3,083+178.1% | $2,913+194.4% | $4,661+84.0% |
| Participant deferral / active EE | $10,025 | $4,645+115.8% | $4,320+132.0% | $6,689+49.9% |
| Admin fee / account holder | $304 | $8,407-96.4% | $7,380-95.9% | $13,398-97.7% |