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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 | $162,967+157.2% | $135,792+208.7% | $138,895+201.8% |
| Participation rate | 44.4% | 78.3%-33.9pp | 72.6%-28.1pp | 79.9%-35.5pp |
| Annual return | 12.82% | 30.08%-17.3pp | 25.96%-13.1pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,845 | $4,211-32.4% | $3,496-18.6% | $4,194-32.2% |
| Participant deferral / active EE | $7,179 | $5,640+27.3% | $4,759+50.8% | $6,396+12.2% |
| Admin fee / account holder | $1,253 | $15,306-91.8% | $12,266-89.8% | $12,562-90.0% |