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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 | $271,195 | $162,785+66.6% | $133,959+102.4% | $158,950+70.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.47% | 41.94%-28.5pp | 45.09%-31.6pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,200 | $5,910+72.6% | $5,047+102.1% | $5,983+70.5% |
| Admin fee / account holder | $1,606 | $11,738-86.3% | $8,928-82.0% | $11,248-85.7% |