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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 | $344,544 | $111,535+208.9% | $105,223+227.4% | $137,256+151.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.03% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,845 | $3,939-53.2% | $3,689-50.0% | $4,156-55.6% |
| Participant deferral / active EE | $12,043 | $5,500+119.0% | $5,072+137.4% | $6,407+88.0% |
| Admin fee / account holder | $7,238 | $9,721-25.5% | $8,859-18.3% | $12,270-41.0% |