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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 | $256,175 | $125,190+104.6% | $105,624+142.5% | $145,897+75.6% |
| Participation rate | 26.3% | 77.6%-51.3pp | 75.3%-49.0pp | 80.3%-54.0pp |
| Annual return | 12.22% | 225.22%-213.0pp | 116.20%-104.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $843 | $3,720-77.3% | $3,168-73.4% | $4,663-81.9% |
| Participant deferral / active EE | $2,476 | $5,716-56.7% | $5,013-50.6% | $6,689-63.0% |
| Admin fee / account holder | $1,321 | $17,138-92.3% | $10,961-87.9% | $13,390-90.1% |