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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 | $979,731 | $157,270+523.0% | $141,173+594.0% | $152,870+540.9% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.4%-64.3pp |
| Annual return | 15.45% | 64.33%-48.9pp | 71.40%-55.9pp | 345.34%-329.9pp |
| Employer contribution / active EE | $4,524 | $5,261-14.0% | $4,735-4.5% | $4,763-5.0% |
| Participant deferral / active EE | $4,455 | $7,110-37.3% | $6,710-33.6% | $5,850-23.9% |
| Admin fee / account holder | $13,377 | $12,121+10.4% | $10,262+30.4% | $11,597+15.4% |