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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 | $256,306 | $117,895+117.4% | $102,460+150.2% | $145,897+75.7% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.4pp | 80.3%-34.2pp |
| Annual return | 12.47% | 31.92%-19.5pp | 29.47%-17.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,214 | $3,619-38.8% | $3,025-26.8% | $4,663-52.5% |
| Participant deferral / active EE | $6,382 | $5,736+11.3% | $5,056+26.2% | $6,689-4.6% |
| Admin fee / account holder | $50,397 | $13,353+277.4% | $9,460+432.7% | $13,390+276.4% |