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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 | $286,728 | $124,330+130.6% | $109,173+162.6% | $167,536+71.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 16.52% | 26.04%-9.5pp | 25.75%-9.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $3,181 | $4,209-24.4% | $3,723-14.6% | $4,839-34.3% |
| Participant deferral / active EE | $4,389 | $5,256-16.5% | $4,654-5.7% | $6,342-30.8% |
| Admin fee / account holder | $5,072 | $7,974-36.4% | $6,755-24.9% | $12,315-58.8% |