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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 | $293,889 | $134,817+118.0% | $123,973+137.1% | $155,188+89.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 172.29% | 515.49%-343.2pp | 388.13%-215.8pp | 148.84%+23.5pp |
| Employer contribution / active EE | $1,057 | $4,425-76.1% | $4,126-74.4% | $4,248-75.1% |
| Participant deferral / active EE | $3,736 | $5,706-34.5% | $5,247-28.8% | $6,531-42.8% |
| Admin fee / account holder | $3,095 | $13,245-76.6% | $11,799-73.8% | $14,480-78.6% |