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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 | $1,386,577 | $183,592+655.3% | $155,574+791.3% | $145,877+850.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 50.40% | 61.37%-11.0pp | 64.87%-14.5pp | 551.28%-500.9pp |
| Employer contribution / active EE | $1,773 | $5,317-66.7% | $4,676-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $11,931 | $6,466+84.5% | $5,629+111.9% | $6,691+78.3% |
| Admin fee / account holder | $2,450 | $19,316-87.3% | $15,914-84.6% | $13,402-81.7% |