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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 | $265,890 | $159,934+66.2% | $147,005+80.9% | $145,959+82.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.79% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,564 | $5,287-51.5% | $4,934-48.0% | $4,661-45.0% |
| Participant deferral / active EE | $11,611 | $8,427+37.8% | $8,070+43.9% | $6,689+73.6% |
| Admin fee / account holder | $8,781 | $15,053-41.7% | $13,006-32.5% | $13,398-34.5% |