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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 | $273,038 | $183,627+48.7% | $155,602+75.5% | $145,978+87.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.39% | 61.32%-44.9pp | 64.81%-48.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $6,872 | $5,316+29.3% | $4,675+47.0% | $4,662+47.4% |
| Participant deferral / active EE | $2,556 | $6,466-60.5% | $5,629-54.6% | $6,690-61.8% |
| Admin fee / account holder | $2,292 | $19,327-88.1% | $15,923-85.6% | $13,400-82.9% |