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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 | $256,593 | $174,379+47.1% | $152,093+68.7% | $138,895+84.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.28% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,064 | $4,652-77.1% | $4,175-74.5% | $4,194-74.6% |
| Participant deferral / active EE | $4,261 | $6,159-30.8% | $5,451-21.8% | $6,396-33.4% |
| Admin fee / account holder | $713 | $16,880-95.8% | $14,497-95.1% | $12,562-94.3% |