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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 | $311,424 | $157,296+98.0% | $141,191+120.6% | $152,897+103.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.62% | 64.34%-44.7pp | 71.41%-51.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $2,182 | $5,262-58.5% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $3,480 | $7,111-51.1% | $6,710-48.1% | $5,851-40.5% |
| Admin fee / account holder | $3,171 | $12,125-73.8% | $10,264-69.1% | $11,599-72.7% |