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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 | $307,879 | $146,267+110.5% | $197,124+56.2% | $82,448+273.4% |
| Participation rate | 48.3% | 84.0%-35.7pp | 86.7%-38.4pp | 68.1%-19.8pp |
| Annual return | 15.55% | 29.61%-14.1pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,669 | $4,723-22.3% | $6,227-41.1% | $2,551+43.8% |
| Participant deferral / active EE | $6,154 | $7,035-12.5% | $9,135-32.6% | $4,139+48.7% |
| Admin fee / account holder | $6,377 | $14,422-55.8% | $16,298-60.9% | $7,234-11.8% |