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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 | $273,875 | $108,911+151.5% | $100,392+172.8% | $145,884+87.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.67% | 58.23%-45.6pp | 49.45%-36.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,541 | $4,420-42.5% | $3,941-35.5% | $4,662-45.5% |
| Participant deferral / active EE | $10,342 | $8,459+22.3% | $8,090+27.8% | $6,690+54.6% |
| Admin fee / account holder | $468 | $9,698-95.2% | $7,904-94.1% | $13,392-96.5% |