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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 | $461,276 | $165,361+179.0% | $149,715+208.1% | $158,950+190.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.24% | 348.24%-333.0pp | 276.66%-261.4pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,168 | $5,103-77.1% | $4,645-74.9% | $4,762-75.5% |
| Participant deferral / active EE | $3,567 | $7,182-50.3% | $6,842-47.9% | $5,983-40.4% |
| Admin fee / account holder | $1,076 | $10,808-90.0% | $9,310-88.4% | $11,248-90.4% |