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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 | $355,093 | $180,749+96.5% | $160,784+120.9% | $137,256+158.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 15.54% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,779 | $4,155-9.0% | $3,733+1.2% | $4,156-9.1% |
| Participant deferral / active EE | $6,614 | $6,844-3.4% | $6,293+5.1% | $6,407+3.2% |
| Admin fee / account holder | $2,938 | $10,397-71.7% | $9,717-69.8% | $12,270-76.1% |