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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 | $327,887 | $102,609+219.5% | $98,090+234.3% | $138,895+136.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 13.94% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,022 | $3,867-21.9% | $3,606-16.2% | $4,194-27.9% |
| Participant deferral / active EE | $8,144 | $8,167-0.3% | $7,845+3.8% | $6,396+27.3% |
| Admin fee / account holder | $2,916 | $11,434-74.5% | $11,815-75.3% | $12,562-76.8% |