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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 | $274,723 | $113,941+141.1% | $94,229+191.5% | $125,389+119.1% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -1.52% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $9,094 | $4,727+92.4% | $3,587+153.5% | $4,866+86.9% |
| Participant deferral / active EE | $8,500 | $5,179+64.1% | $4,320+96.7% | $5,352+58.8% |
| Admin fee / account holder | $668 | $8,392-92.0% | $6,269-89.3% | $9,541-93.0% |