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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 | $264,941 | $165,381+60.2% | $149,730+76.9% | $158,966+66.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 10.15% | 348.29%-338.1pp | 276.70%-266.6pp | 302.95%-292.8pp |
| Employer contribution / active EE | $5,273 | $5,104+3.3% | $4,645+13.5% | $4,762+10.7% |
| Participant deferral / active EE | $16,794 | $7,182+133.8% | $6,843+145.4% | $5,983+180.7% |
| Admin fee / account holder | $5,590 | $10,809-48.3% | $9,310-40.0% | $11,250-50.3% |