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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 | $466,122 | $185,312+151.5% | $161,489+188.6% | $154,746+201.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.48% | 103.84%-82.4pp | 89.72%-68.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,971 | $4,769-37.7% | $4,268-30.4% | $4,379-32.2% |
| Participant deferral / active EE | $11,994 | $6,350+88.9% | $5,630+113.0% | $6,730+78.2% |
| Admin fee / account holder | $1,160 | $18,654-93.8% | $16,006-92.8% | $14,365-91.9% |