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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 | $1,201,030 | $107,733+1014.8% | $92,985+1191.6% | $154,746+676.1% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 16.57% | 30.39%-13.8pp | 27.99%-11.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $11,224 | $3,126+259.0% | $2,662+321.6% | $4,379+156.3% |
| Participant deferral / active EE | $7,558 | $5,053+49.6% | $4,377+72.7% | $6,730+12.3% |
| Admin fee / account holder | $65,082 | $11,369+472.4% | $9,463+587.7% | $14,365+353.0% |