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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 | $313,458 | $77,814+302.8% | $158,223+98.1% | $86,983+260.4% |
| Participation rate | 25.0% | 68.4%-43.4pp | 79.2%-54.2pp | 69.5%-44.5pp |
| Annual return | 15.50% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,117 | $2,592-56.9% | $4,109-72.8% | $2,584-56.8% |
| Participant deferral / active EE | $3,347 | $3,270+2.4% | $5,467-38.8% | $4,194-20.2% |
| Admin fee / account holder | $3,720 | $5,879-36.7% | $16,047-76.8% | $7,856-52.7% |