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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 | $426,059 | $202,440+110.5% | $169,390+151.5% | $139,466+205.5% |
| Participation rate | 58.8% | 81.1%-22.3pp | 77.2%-18.4pp | 80.3%-21.5pp |
| Annual return | 16.12% | 532.36%-516.2pp | 406.07%-390.0pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,765 | $4,693-62.4% | $4,013-56.0% | $4,754-62.9% |
| Participant deferral / active EE | $7,917 | $6,940+14.1% | $6,222+27.2% | $6,712+18.0% |
| Admin fee / account holder | $4,322 | $10,722-59.7% | $9,015-52.1% | $11,409-62.1% |