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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 | $385,538 | $124,425+209.9% | $112,040+244.1% | $137,256+180.9% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 13.54% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,063 | $3,411-39.5% | $2,954-30.2% | $4,156-50.4% |
| Participant deferral / active EE | $6,826 | $5,718+19.4% | $5,098+33.9% | $6,407+6.5% |
| Admin fee / account holder | $1,131 | $15,207-92.6% | $12,098-90.7% | $12,270-90.8% |