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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 | $258,999 | $176,105+47.1% | $159,474+62.4% | $167,536+54.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.02% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,934 | $7,751-10.5% | $7,353-5.7% | $6,342+9.3% |
| Admin fee / account holder | $23,724 | $12,559+88.9% | $10,802+119.6% | $12,315+92.6% |