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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 | $288,934 | $167,362+72.6% | $143,799+100.9% | $134,532+114.8% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -16.04% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,830 | $5,620-67.4% | $4,952-63.0% | $4,741-61.4% |
| Participant deferral / active EE | $4,427 | $6,447-31.3% | $5,638-21.5% | $6,401-30.8% |
| Admin fee / account holder | $452 | $18,094-97.5% | $14,677-96.9% | $11,429-96.0% |