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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 | $406,674 | $88,778+358.1% | $81,844+396.9% | $145,884+178.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 10.13% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $867 | $3,087-71.9% | $2,916-70.3% | $4,662-81.4% |
| Participant deferral / active EE | $5,142 | $4,648+10.6% | $4,323+18.9% | $6,690-23.1% |
| Admin fee / account holder | $3,839 | $8,430-54.5% | $7,355-47.8% | $13,392-71.3% |