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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 | $354,816 | $175,259+102.5% | $149,723+137.0% | $139,487+154.4% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 23.34% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.5pp |
| Employer contribution / active EE | $2,007 | $5,478-63.4% | $4,821-58.4% | $4,755-57.8% |
| Participant deferral / active EE | $10,188 | $6,522+56.2% | $5,682+79.3% | $6,713+51.8% |
| Admin fee / account holder | $11,786 | $16,158-27.1% | $13,215-10.8% | $11,407+3.3% |