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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 | $292,678 | $88,702+230.0% | $81,780+257.9% | $145,978+100.5% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.4%-3.1pp | 80.3%-11.1pp |
| Annual return | 12.31% | 1029.12%-1016.8pp | 776.27%-764.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,135 | $3,084+1.7% | $2,914+7.6% | $4,662-32.7% |
| Participant deferral / active EE | $10,292 | $4,645+121.6% | $4,321+138.2% | $6,690+53.9% |
| Admin fee / account holder | $6,675 | $8,414-20.7% | $7,384-9.6% | $13,400-50.2% |