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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 | $293,364 | $88,815+230.3% | $81,882+258.3% | $145,897+101.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 24.44% | 1033.75%-1009.3pp | 779.47%-755.0pp | 552.29%-527.9pp |
| Employer contribution / active EE | $757 | $3,086-75.5% | $2,916-74.0% | $4,663-83.8% |
| Participant deferral / active EE | $10,167 | $4,647+118.8% | $4,323+135.2% | $6,689+52.0% |
| Admin fee / account holder | $11,510 | $8,434+36.5% | $7,360+56.4% | $13,390-14.0% |