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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 | $282,867 | $126,661+123.3% | $113,397+149.4% | $138,895+103.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 13.91% | 25.05%-11.1pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,753 | $3,456+8.6% | $2,977+26.0% | $4,194-10.5% |
| Participant deferral / active EE | $8,432 | $5,693+48.1% | $5,076+66.1% | $6,396+31.8% |
| Admin fee / account holder | $14,178 | $14,549-2.6% | $11,957+18.6% | $12,562+12.9% |