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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 | $318,934 | $100,203+218.3% | $85,240+274.2% | $145,897+118.6% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.2pp |
| Annual return | 15.97% | 84.28%-68.3pp | 66.75%-50.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $839 | $3,242-74.1% | $2,735-69.3% | $4,663-82.0% |
| Participant deferral / active EE | $5,099 | $5,299-3.8% | $4,527+12.6% | $6,689-23.8% |
| Admin fee / account holder | $2,280 | $7,265-68.6% | $6,165-63.0% | $13,390-83.0% |