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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 | $563,015 | $201,370+179.6% | $184,256+205.6% | $145,897+285.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.53% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.8pp |
| Employer contribution / active EE | $7,255 | $7,024+3.3% | $6,427+12.9% | $4,663+55.6% |
| Participant deferral / active EE | $21,113 | $9,808+115.3% | $9,133+131.2% | $6,689+215.6% |
| Admin fee / account holder | $5,881 | $16,364-64.1% | $13,899-57.7% | $13,390-56.1% |