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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 | $286,780 | $92,743+209.2% | $82,744+246.6% | $134,532+113.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -14.45% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,309 | $3,273-60.0% | $3,008-56.5% | $4,741-72.4% |
| Participant deferral / active EE | $3,261 | $4,802-32.1% | $4,395-25.8% | $6,401-49.1% |
| Admin fee / account holder | $5,014 | $5,977-16.1% | $5,325-5.8% | $11,429-56.1% |