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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 | $282,954 | $208,088+36.0% | $186,193+52.0% | $154,746+82.9% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 16.96% | 89.97%-73.0pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,478 | $7,078+33.9% | $6,513+45.5% | $6,730+40.8% |
| Admin fee / account holder | $4,584 | $11,698-60.8% | $11,058-58.5% | $14,365-68.1% |