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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 | $349,546 | $154,228+126.6% | $145,433+140.3% | $137,256+154.7% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 13.28% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,300 | $4,804-52.1% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $5,167 | $8,216-37.1% | $7,897-34.6% | $6,407-19.4% |
| Admin fee / account holder | $4,923 | $14,344-65.7% | $13,129-62.5% | $12,270-59.9% |