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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 | $258,685 | $162,136+59.5% | $152,301+69.9% | $154,746+67.2% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.27% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,147 | $4,890-76.5% | $4,624-75.2% | $4,379-73.8% |
| Participant deferral / active EE | $6,921 | $8,341-17.0% | $8,004-13.5% | $6,730+2.8% |
| Admin fee / account holder | $2,263 | $15,759-85.6% | $14,398-84.3% | $14,365-84.2% |