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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 | $766,020 | $199,109+284.7% | $173,730+340.9% | $154,746+395.0% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 18.24% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,803 | $5,311-28.4% | $4,577-16.9% | $4,379-13.2% |
| Participant deferral / active EE | $7,817 | $7,113+9.9% | $6,326+23.6% | $6,730+16.1% |
| Admin fee / account holder | $154,520 | $20,916+638.8% | $17,523+781.8% | $14,365+975.7% |