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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 | $439,034 | $234,190+87.5% | $180,320+143.5% | $198,609+121.1% |
| Participation rate | 28.6% | 77.1%-48.5pp | 71.5%-43.0pp | 82.4%-53.8pp |
| Annual return | 52.45% | 1057.44%-1005.0pp | 778.54%-726.1pp | 202.70%-150.2pp |
| Employer contribution / active EE | $1,337 | $5,258-74.6% | $4,108-67.4% | $5,055-73.6% |
| Participant deferral / active EE | $4,139 | $4,988-17.0% | $4,304-3.8% | $6,977-40.7% |
| Admin fee / account holder | $1,019 | $12,558-91.9% | $10,000-89.8% | $19,030-94.6% |