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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 | $933,973 | $209,428+346.0% | $178,498+423.2% | $158,950+487.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.12% | 188.78%-175.7pp | 151.09%-138.0pp | 302.91%-289.8pp |
| Employer contribution / active EE | $3,247 | $5,707-43.1% | $5,011-35.2% | $4,762-31.8% |
| Participant deferral / active EE | $6,563 | $5,955+10.2% | $5,202+26.2% | $5,983+9.7% |
| Admin fee / account holder | $370 | $17,077-97.8% | $13,985-97.4% | $11,248-96.7% |