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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 | $610,285 | $149,040+309.5% | $120,225+407.6% | $137,256+344.6% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 17.28% | 605.68%-588.4pp | 439.23%-421.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $451 | $4,350-89.6% | $3,475-87.0% | $4,156-89.1% |
| Participant deferral / active EE | $6,200 | $4,655+33.2% | $3,999+55.0% | $6,407-3.2% |
| Admin fee / account holder | $4,254 | $6,348-33.0% | $5,696-25.3% | $12,270-65.3% |