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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 | $590,942 | $105,856+458.2% | $90,161+555.4% | $147,586+300.4% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 17.34% | 37.63%-20.3pp | 34.89%-17.5pp | 578.59%-561.3pp |
| Employer contribution / active EE | $900 | $4,126-78.2% | $3,318-72.9% | $4,876-81.5% |
| Participant deferral / active EE | $5,652 | $5,733-1.4% | $5,287+6.9% | $5,439+3.9% |
| Admin fee / account holder | $4,345 | $8,046-46.0% | $5,943-26.9% | $10,886-60.1% |