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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 | $1,213,008 | $154,228+686.5% | $145,433+734.1% | $137,256+783.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,548 | $4,804-5.3% | $4,554-0.1% | $4,156+9.4% |
| Participant deferral / active EE | $16,438 | $8,216+100.1% | $7,897+108.1% | $6,407+156.6% |
| Admin fee / account holder | $6,854 | $14,344-52.2% | $13,129-47.8% | $12,270-44.1% |