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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 | $477,704 | $183,539+160.3% | $155,556+207.1% | $145,897+227.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.28% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,129 | $5,315-78.8% | $4,675-75.9% | $4,663-75.8% |
| Participant deferral / active EE | $10,214 | $6,467+57.9% | $5,631+81.4% | $6,689+52.7% |
| Admin fee / account holder | $3,698 | $19,275-80.8% | $15,885-76.7% | $13,390-72.4% |