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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 | $302,723 | $29,733+918.1% | $56,025+440.3% | $80,959+273.9% |
| Participation rate | 40.6% | 41.7%-1.1pp | 52.5%-11.9pp | 67.7%-27.0pp |
| Annual return | 13.86% | 35.28%-21.4pp | 1712.69%-1698.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,213 | $672+229.4% | $1,042+112.4% | $2,757-19.8% |
| Participant deferral / active EE | $3,735 | $1,229+203.8% | $1,955+91.1% | $4,300-13.1% |
| Admin fee / account holder | $6,783 | $2,434+178.7% | $2,828+139.8% | $6,925-2.1% |