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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 | $160,070+66.1% | $147,117+80.7% | $145,897+82.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.79% | 98.69%-81.9pp | 420.54%-403.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,564 | $5,285-51.5% | $4,932-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $11,611 | $8,419+37.9% | $8,065+44.0% | $6,689+73.6% |
| Admin fee / account holder | $8,781 | $15,035-41.6% | $12,993-32.4% | $13,390-34.4% |