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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 | $330,568 | $167,353+97.5% | $143,797+129.9% | $134,545+145.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.00% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,446 | $5,620+32.5% | $4,952+50.4% | $4,742+57.0% |
| Participant deferral / active EE | $7,639 | $6,447+18.5% | $5,638+35.5% | $6,401+19.3% |
| Admin fee / account holder | $3,216 | $18,096-82.2% | $14,679-78.1% | $11,431-71.9% |