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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 | $324,731 | $197,603+64.3% | $177,827+82.6% | $158,950+104.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 15.09% | 58.76%-43.7pp | 48.32%-33.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $2,733 | $6,698-59.2% | $5,918-53.8% | $4,762-42.6% |
| Participant deferral / active EE | $10,740 | $8,404+27.8% | $7,713+39.2% | $5,983+79.5% |
| Admin fee / account holder | $26,526 | $15,402+72.2% | $12,429+113.4% | $11,248+135.8% |