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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 | $1,005,376 | $160,040+528.2% | $147,096+583.5% | $145,877+589.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.93% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,760 | $5,289-47.8% | $4,936-44.1% | $4,663-40.8% |
| Participant deferral / active EE | $6,100 | $8,429-27.6% | $8,071-24.4% | $6,691-8.8% |
| Admin fee / account holder | $5,388 | $15,050-64.2% | $13,005-58.6% | $13,402-59.8% |