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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 | $312,448 | $159,934+95.4% | $147,005+112.5% | $145,959+114.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.83% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,982 | $5,287-43.6% | $4,934-39.6% | $4,661-36.0% |
| Participant deferral / active EE | $7,300 | $8,427-13.4% | $8,070-9.5% | $6,689+9.1% |
| Admin fee / account holder | $7,277 | $15,053-51.7% | $13,006-44.1% | $13,398-45.7% |