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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 | $916,908 | $211,239+334.1% | $178,528+413.6% | $145,877+528.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.36% | 30.22%-20.9pp | 27.11%-17.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $3,948 | $4,570-13.6% | $3,950-0.1% | $4,663-15.3% |
| Participant deferral / active EE | $12,200 | $6,963+75.2% | $6,278+94.3% | $6,691+82.3% |
| Admin fee / account holder | $6,352 | $12,095-47.5% | $10,419-39.0% | $13,402-52.6% |