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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 | $278,385 | $123,155+126.0% | $108,753+156.0% | $155,188+79.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 13.82% | 44.73%-30.9pp | 37.47%-23.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $930 | $2,811-66.9% | $2,427-61.7% | $4,248-78.1% |
| Participant deferral / active EE | $2,142 | $4,623-53.7% | $4,115-47.9% | $6,531-67.2% |
| Admin fee / account holder | $4,690 | $12,126-61.3% | $10,320-54.5% | $14,480-67.6% |