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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 | $286,770 | $100,139+186.4% | $85,187+236.6% | $145,884+96.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.89% | 84.15%-74.3pp | 66.67%-56.8pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,792 | $3,238-44.7% | $2,732-34.4% | $4,662-61.6% |
| Participant deferral / active EE | $1,792 | $5,296-66.2% | $4,525-60.4% | $6,690-73.2% |
| Admin fee / account holder | $2,887 | $7,262-60.2% | $6,162-53.1% | $13,392-78.4% |