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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 | $271,334 | $124,425+118.1% | $112,040+142.2% | $137,256+97.7% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 14.69% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,142 | $3,411-66.5% | $2,954-61.3% | $4,156-72.5% |
| Participant deferral / active EE | $3,530 | $5,718-38.3% | $5,098-30.8% | $6,407-44.9% |
| Admin fee / account holder | $17,800 | $15,207+17.1% | $12,098+47.1% | $12,270+45.1% |