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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 | $286,003 | $160,028+78.7% | $147,080+94.5% | $145,884+96.0% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 16.21% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.6pp |
| Employer contribution / active EE | $3,376 | $5,286-36.1% | $4,933-31.6% | $4,662-27.6% |
| Participant deferral / active EE | $8,463 | $8,422+0.5% | $8,066+4.9% | $6,690+26.5% |
| Admin fee / account holder | $5,257 | $15,030-65.0% | $12,989-59.5% | $13,392-60.7% |