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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 | $440,007 | $212,386+107.2% | $199,883+120.1% | $138,895+216.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 12.86% | 47.75%-34.9pp | 43.81%-31.0pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,744 | $6,625-73.7% | $6,261-72.2% | $4,194-58.4% |
| Participant deferral / active EE | $6,407 | $9,617-33.4% | $9,138-29.9% | $6,396+0.2% |
| Admin fee / account holder | $40,509 | $18,233+122.2% | $17,268+134.6% | $12,562+222.5% |