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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 | $428,997 | $196,972+117.8% | $182,262+135.4% | $198,609+116.0% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 17.76% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $1,886 | $5,364-64.8% | $5,046-62.6% | $5,055-62.7% |
| Participant deferral / active EE | $6,820 | $8,643-21.1% | $8,276-17.6% | $6,977-2.2% |
| Admin fee / account holder | $14,893 | $18,429-19.2% | $16,712-10.9% | $19,030-21.7% |