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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 | $353,422 | $154,228+129.2% | $145,433+143.0% | $137,256+157.5% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 14.11% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,300 | $4,804-72.9% | $4,554-71.5% | $4,156-68.7% |
| Participant deferral / active EE | $5,100 | $8,216-37.9% | $7,897-35.4% | $6,407-20.4% |
| Admin fee / account holder | $1,667 | $14,344-88.4% | $13,129-87.3% | $12,270-86.4% |