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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 | $453,447 | $174,379+160.0% | $152,093+198.1% | $138,895+226.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 12.97% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,301 | $4,652-72.0% | $4,175-68.8% | $4,194-69.0% |
| Participant deferral / active EE | $2,617 | $6,159-57.5% | $5,451-52.0% | $6,396-59.1% |
| Admin fee / account holder | $2,760 | $16,880-83.6% | $14,497-81.0% | $12,562-78.0% |