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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 | $276,651 | $106,749+159.2% | $145,433+90.2% | $82,448+235.5% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 14.64% | 27.59%-13.0pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,189 | $3,444-65.5% | $4,554-73.9% | $2,551-53.4% |
| Participant deferral / active EE | $7,884 | $6,519+20.9% | $7,897-0.2% | $4,139+90.5% |
| Admin fee / account holder | $9,395 | $8,390+12.0% | $13,129-28.4% | $7,234+29.9% |