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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 | $361,230 | $183,516+96.8% | $155,534+132.3% | $145,884+147.6% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 12.94% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,193 | $5,315-58.7% | $4,675-53.1% | $4,662-53.0% |
| Participant deferral / active EE | $10,038 | $6,467+55.2% | $5,630+78.3% | $6,690+50.1% |
| Admin fee / account holder | $2,410 | $19,293-87.5% | $15,900-84.8% | $13,392-82.0% |