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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 | $258,704 | $157,296+64.5% | $141,191+83.2% | $152,897+69.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.34% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,895 | $5,262-64.0% | $4,736-60.0% | $4,764-60.2% |
| Participant deferral / active EE | $9,900 | $7,111+39.2% | $6,710+47.5% | $5,851+69.2% |
| Admin fee / account holder | $5,413 | $12,125-55.4% | $10,264-47.3% | $11,599-53.3% |