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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 | $331,737 | $68,878+381.6% | $120,574+175.1% | $80,935+309.9% |
| Participation rate | 20.4% | 61.7%-41.3pp | 71.9%-51.5pp | 67.7%-47.3pp |
| Annual return | 53.82% | 23.67%+30.2pp | 107.42%-53.6pp | 35.66%+18.2pp |
| Employer contribution / active EE | $1,017 | $2,065-50.7% | $3,471-70.7% | $2,757-63.1% |
| Participant deferral / active EE | $2,480 | $3,189-22.2% | $4,996-50.4% | $4,299-42.3% |
| Admin fee / account holder | $12,804 | $5,782+121.5% | $9,445+35.6% | $6,924+84.9% |