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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 | $401,051 | $95,917+318.1% | $79,583+403.9% | $134,545+198.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -12.74% | -2.70%-10.0pp | 0.16%-12.9pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,682 | $4,694-0.2% | $3,986+17.5% | $6,401-26.9% |
| Admin fee / account holder | $1,448 | $9,132-84.1% | $6,835-78.8% | $11,431-87.3% |