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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 | $271,102 | $72,071+276.2% | $68,368+296.5% | $137,256+97.5% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 14.98% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $682 | $2,788-75.5% | $2,649-74.2% | $4,156-83.6% |
| Participant deferral / active EE | $6,349 | $4,410+44.0% | $4,123+54.0% | $6,407-0.9% |
| Admin fee / account holder | $1,014 | $5,336-81.0% | $5,150-80.3% | $12,270-91.7% |