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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 | $284,806 | $178,174+59.8% | $156,181+82.4% | $137,256+107.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 12.81% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,360 | $4,972-52.5% | $4,294-45.0% | $4,156-43.2% |
| Participant deferral / active EE | $6,512 | $6,888-5.5% | $6,132+6.2% | $6,407+1.6% |
| Admin fee / account holder | $5,197 | $17,404-70.1% | $14,586-64.4% | $12,270-57.6% |