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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 | $272,561 | $152,592+78.6% | $125,180+117.7% | $152,885+78.3% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 19.94% | 54.84%-34.9pp | 43.79%-23.9pp | 345.39%-325.4pp |
| Employer contribution / active EE | $1,897 | $4,947-61.6% | $3,866-50.9% | $4,763-60.2% |
| Participant deferral / active EE | $4,709 | $5,868-19.8% | $4,937-4.6% | $5,851-19.5% |
| Admin fee / account holder | $2,588 | $13,435-80.7% | $9,703-73.3% | $11,598-77.7% |