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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 | $424,849 | $67,823+526.4% | $52,425+710.4% | $137,256+209.5% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 16.65% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,141 | $1,163-1.9% | $914+24.8% | $4,156-72.5% |
| Participant deferral / active EE | $10,333 | $2,288+351.6% | $1,790+477.1% | $6,407+61.3% |
| Admin fee / account holder | $4,427 | $2,844+55.7% | $2,495+77.4% | $12,270-63.9% |