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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 | $254,565 | $165,381+53.9% | $149,730+70.0% | $158,966+60.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.77% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,604 | $5,104-49.0% | $4,645-43.9% | $4,762-45.3% |
| Participant deferral / active EE | $6,938 | $7,182-3.4% | $6,843+1.4% | $5,983+16.0% |
| Admin fee / account holder | $11,987 | $10,809+10.9% | $9,310+28.7% | $11,250+6.6% |