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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 | $306,210 | $103,392+196.2% | $87,104+251.5% | $152,897+100.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 22.72% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,008 | $4,778-16.1% | $4,048-1.0% | $5,851-31.5% |
| Admin fee / account holder | $10,110 | $12,194-17.1% | $7,491+35.0% | $11,599-12.8% |