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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 | $1,375,164 | $124,980+1000.3% | $108,359+1169.1% | $154,746+788.7% |
| Participation rate | 22.2% | 75.2%-52.9pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 192.09% | 45.00%+147.1pp | 36.89%+155.2pp | 172.34%+19.7pp |
| Employer contribution / active EE | $1,438 | $2,851-49.6% | $2,399-40.1% | $4,379-67.2% |
| Participant deferral / active EE | $5,914 | $4,743+24.7% | $4,137+43.0% | $6,730-12.1% |
| Admin fee / account holder | $7,343 | $11,502-36.2% | $9,741-24.6% | $14,365-48.9% |