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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 | $292,267 | $131,835+121.7% | $108,582+169.2% | $273,972+6.7% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 9.92% | -91.57%+101.5pp | -51.70%+61.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,562 | $4,913-68.2% | $3,758-58.4% | $4,869-67.9% |
| Participant deferral / active EE | $5,054 | $5,127-1.4% | $4,311+17.2% | $5,287-4.4% |
| Admin fee / account holder | $6,389 | $10,253-37.7% | $7,645-16.4% | $10,133-36.9% |