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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 | $351,549 | $150,412+133.7% | $120,574+191.6% | $145,884+141.0% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.9pp |
| Annual return | 18.29% | 154.50%-136.2pp | 107.42%-89.1pp | 551.85%-533.6pp |
| Employer contribution / active EE | $2,894 | $4,355-33.5% | $3,471-16.6% | $4,662-37.9% |
| Participant deferral / active EE | $6,222 | $6,175+0.8% | $4,996+24.5% | $6,690-7.0% |
| Admin fee / account holder | $1,032 | $12,224-91.6% | $9,445-89.1% | $13,392-92.3% |