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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 | $365,667 | $154,193+137.1% | $130,045+181.2% | $139,466+162.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 19.47% | 32.51%-13.0pp | -137.30%+156.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,151 | $5,292-59.4% | $4,321-50.2% | $4,754-54.8% |
| Participant deferral / active EE | $8,963 | $6,709+33.6% | $5,820+54.0% | $6,712+33.5% |
| Admin fee / account holder | $1,926 | $13,989-86.2% | $10,600-81.8% | $11,409-83.1% |