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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 | $344,556 | $108,911+216.4% | $100,392+243.2% | $145,884+136.2% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.86% | 58.23%-47.4pp | 49.45%-38.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,093 | $4,420-30.0% | $3,941-21.5% | $4,662-33.7% |
| Participant deferral / active EE | $6,286 | $8,459-25.7% | $8,090-22.3% | $6,690-6.0% |
| Admin fee / account holder | $659 | $9,698-93.2% | $7,904-91.7% | $13,392-95.1% |