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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 | $450,919 | $73,787+511.1% | $98,716+356.8% | $82,448+446.9% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 15.19% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,714 | $1,511+13.4% | $2,279-24.8% | $2,551-32.8% |
| Participant deferral / active EE | $3,010 | $3,081-2.3% | $4,048-25.6% | $4,139-27.3% |
| Admin fee / account holder | $2,419 | $6,500-62.8% | $8,703-72.2% | $7,234-66.6% |