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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 | $486,623 | $165,399+194.2% | $149,745+225.0% | $158,982+206.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.09% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $6,032 | $5,105+18.2% | $4,646+29.8% | $4,763+26.7% |
| Participant deferral / active EE | $13,228 | $7,183+84.2% | $6,843+93.3% | $5,983+121.1% |
| Admin fee / account holder | $2,580 | $10,811-76.1% | $9,312-72.3% | $11,252-77.1% |