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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 | $341,466 | $99,652+242.7% | $78,778+333.5% | $147,586+131.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 17.29% | 47.28%-30.0pp | 35.62%-18.3pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,039 | $2,796-62.9% | $1,986-47.7% | $4,876-78.7% |
| Participant deferral / active EE | $7,789 | $3,664+112.6% | $2,958+163.3% | $5,439+43.2% |
| Admin fee / account holder | $527 | $7,155-92.6% | $5,134-89.7% | $10,886-95.2% |