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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 | $291,199 | $87,166+234.1% | $76,735+279.5% | $137,256+112.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 12.09% | 26.50%-14.4pp | 29.77%-17.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $678 | $2,904-76.6% | $2,454-72.4% | $4,156-83.7% |
| Participant deferral / active EE | $2,595 | $4,726-45.1% | $4,088-36.5% | $6,407-59.5% |
| Admin fee / account holder | $4,400 | $8,403-47.6% | $7,189-38.8% | $12,270-64.1% |