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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 | $268,392 | $101,752+163.8% | $164,928+62.7% | $80,911+231.7% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.6%-1.0pp |
| Annual return | 13.30% | 16.73%-3.4pp | 70.08%-56.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,019 | $2,953-31.7% | $4,343-53.5% | $2,756-26.8% |
| Participant deferral / active EE | $8,866 | $4,477+98.0% | $6,034+46.9% | $4,297+106.3% |
| Admin fee / account holder | $3,533 | $8,218-57.0% | $12,684-72.1% | $6,935-49.0% |