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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 | $367,298 | $154,228+138.2% | $145,433+152.6% | $137,256+167.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 17.91% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,928 | $4,804-39.1% | $4,554-35.7% | $4,156-29.6% |
| Participant deferral / active EE | $5,363 | $8,216-34.7% | $7,897-32.1% | $6,407-16.3% |
| Admin fee / account holder | $3,461 | $14,344-75.9% | $13,129-73.6% | $12,270-71.8% |