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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 | $258,434 | $99,345+160.1% | $84,753+204.9% | $273,972-5.7% |
| Participation rate | 22.2% | 80.7%-58.5pp | 76.6%-54.4pp | 83.0%-60.8pp |
| Annual return | 3.31% | 22.93%-19.6pp | 22.78%-19.5pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,353 | $4,270-44.9% | $3,712-36.6% | $5,287-55.5% |
| Admin fee / account holder | $1,588 | $6,645-76.1% | $5,333-70.2% | $10,133-84.3% |