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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 | $683,469 | $227,399+200.6% | $189,758+260.2% | $198,609+244.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 13.29% | 61.03%-47.7pp | 52.62%-39.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $3,240 | $5,526-41.4% | $4,767-32.0% | $5,055-35.9% |
| Participant deferral / active EE | $20,667 | $6,837+202.3% | $5,856+252.9% | $6,977+196.2% |
| Admin fee / account holder | $20,045 | $25,162-20.3% | $20,388-1.7% | $19,030+5.3% |