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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 | $254,542 | $85,766+196.8% | $136,297+86.8% | $70,131+262.9% |
| Participation rate | 38.2% | 74.2%-35.9pp | 81.9%-43.7pp | 69.5%-31.3pp |
| Annual return | 19.35% | 31.45%-12.1pp | 5156.16%-5136.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,127 | $2,966-28.3% | $4,696-54.7% | $2,342-9.2% |
| Participant deferral / active EE | $5,227 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $4,753 | $5,420-12.3% | $9,244-48.6% | $4,645+2.3% |