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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 | $621,259 | $110,410+462.7% | $102,437+506.5% | $145,897+325.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.27% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $17,282 | $4,217+309.8% | $3,871+346.5% | $4,663+270.7% |
| Participant deferral / active EE | $20,333 | $5,622+261.7% | $5,060+301.8% | $6,689+204.0% |
| Admin fee / account holder | $1,954 | $9,745-80.0% | $8,388-76.7% | $13,390-85.4% |