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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 | $264,349 | $96,643+173.5% | $86,617+205.2% | $139,456+89.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 16.09% | 106.57%-90.5pp | 591.91%-575.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,333 | $3,264-28.5% | $3,023-22.8% | $4,753-50.9% |
| Participant deferral / active EE | $7,460 | $4,835+54.3% | $4,437+68.1% | $6,711+11.2% |
| Admin fee / account holder | $3,247 | $6,406-49.3% | $5,613-42.1% | $11,407-71.5% |