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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 | $361,754 | $183,592+97.0% | $155,574+132.5% | $145,877+148.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.44% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $3,293 | $5,317-38.1% | $4,676-29.6% | $4,663-29.4% |
| Participant deferral / active EE | $6,864 | $6,466+6.2% | $5,629+21.9% | $6,691+2.6% |
| Admin fee / account holder | $5,238 | $19,316-72.9% | $15,914-67.1% | $13,402-60.9% |