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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 | $283,477 | $87,546+223.8% | $75,784+274.1% | $125,389+126.1% |
| Participation rate | 14.3% | 80.2%-65.9pp | 75.8%-61.5pp | 83.2%-68.9pp |
| Annual return | 0.12% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,228 | $3,930-68.8% | $3,323-63.1% | $4,866-74.8% |
| Participant deferral / active EE | $3,064 | $4,230-27.6% | $3,652-16.1% | $5,352-42.7% |
| Admin fee / account holder | $37,915 | $6,503+483.1% | $5,300+615.4% | $9,541+297.4% |