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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 | $419,176 | $212,777+97.0% | $173,703+141.3% | $198,609+111.1% |
| Participation rate | 44.4% | 81.1%-36.6pp | 75.9%-31.5pp | 82.4%-37.9pp |
| Annual return | 12.82% | 18.82%-6.0pp | 17.46%-4.6pp | 202.70%-189.9pp |
| Employer contribution / active EE | $2,845 | $5,214-45.4% | $4,288-33.6% | $5,055-43.7% |
| Participant deferral / active EE | $7,179 | $5,697+26.0% | $4,854+47.9% | $6,977+2.9% |
| Admin fee / account holder | $1,253 | $19,536-93.6% | $15,562-91.9% | $19,030-93.4% |