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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 | $301,833 | $99,994+201.9% | $146,643+105.8% | $85,847+251.6% |
| Participation rate | 40.6% | 73.1%-32.4pp | 80.1%-39.4pp | 69.3%-28.7pp |
| Annual return | 12.36% | 18.93%-6.6pp | 22.75%-10.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,800 | $4,006-30.1% | $5,506-49.1% | $3,952-29.2% |
| Admin fee / account holder | $2,034 | $7,703-73.6% | $10,280-80.2% | $6,261-67.5% |