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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 | $408,507 | $90,486+351.5% | $78,676+419.2% | $273,972+49.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.28% | 75.62%-67.3pp | 62.19%-53.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $6,268 | $3,175+97.4% | $2,850+119.9% | $4,869+28.7% |
| Participant deferral / active EE | $10,547 | $3,901+170.3% | $3,517+199.9% | $5,287+99.5% |
| Admin fee / account holder | $8,596 | $5,263+63.3% | $4,510+90.6% | $10,133-15.2% |