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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 | $515,950 | $142,361+262.4% | $119,608+331.4% | $134,509+283.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -17.41% | -12.46%-4.9pp | -14.98%-2.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,392 | $5,224-54.2% | $4,232-43.5% | $4,741-49.5% |
| Participant deferral / active EE | $13,000 | $6,468+101.0% | $5,601+132.1% | $6,400+103.1% |
| Admin fee / account holder | $7,923 | $13,588-41.7% | $10,326-23.3% | $11,427-30.7% |