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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 | $376,416 | $202,440+85.9% | $169,390+122.2% | $139,466+169.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 11.09% | 532.36%-521.3pp | 406.07%-395.0pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,400 | $4,693-48.9% | $4,013-40.2% | $4,754-49.5% |
| Participant deferral / active EE | $18,000 | $6,940+159.4% | $6,222+189.3% | $6,712+168.2% |
| Admin fee / account holder | $2,119 | $10,722-80.2% | $9,015-76.5% | $11,409-81.4% |