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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 | $294,203 | $141,004+108.6% | $112,273+162.0% | $139,466+110.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 18.52% | 32.75%-14.2pp | 30.23%-11.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $10,741 | $4,285+150.7% | $3,431+213.0% | $4,754+125.9% |
| Participant deferral / active EE | $20,140 | $5,878+242.6% | $4,800+319.6% | $6,712+200.1% |
| Admin fee / account holder | $2,161 | $9,959-78.3% | $7,752-72.1% | $11,409-81.1% |