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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 | $452,313 | $106,749+323.7% | $145,433+211.0% | $82,448+448.6% |
| Participation rate | 53.5% | 75.6%-22.2pp | 82.1%-28.6pp | 68.1%-14.6pp |
| Annual return | 16.28% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,424 | $3,444-0.6% | $4,554-24.8% | $2,551+34.2% |
| Participant deferral / active EE | $5,003 | $6,519-23.2% | $7,897-36.6% | $4,139+20.9% |
| Admin fee / account holder | $30,104 | $8,390+258.8% | $13,129+129.3% | $7,234+316.1% |