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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 | $817,180 | $227,399+259.4% | $189,758+330.6% | $198,609+311.5% |
| Participation rate | 22.2% | 84.0%-61.8pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 15.39% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $1,716 | $5,526-69.0% | $4,767-64.0% | $5,055-66.1% |
| Participant deferral / active EE | $6,889 | $6,837+0.8% | $5,856+17.6% | $6,977-1.3% |
| Admin fee / account holder | $1,387 | $25,162-94.5% | $20,388-93.2% | $19,030-92.7% |