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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 | $252,117 | $180,749+39.5% | $160,784+56.8% | $137,256+83.7% |
| Participation rate | 68.4% | 80.0%-11.6pp | 77.0%-8.5pp | 80.0%-11.5pp |
| Annual return | 16.78% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,108 | $6,844+33.1% | $6,293+44.7% | $6,407+42.2% |
| Admin fee / account holder | $2,582 | $10,397-75.2% | $9,717-73.4% | $12,270-79.0% |