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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 | $263,956 | $117,895+123.9% | $102,460+157.6% | $145,897+80.9% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 21.99% | 31.92%-9.9pp | 29.47%-7.5pp | 552.29%-530.3pp |
| Employer contribution / active EE | $5,519 | $3,619+52.5% | $3,025+82.4% | $4,663+18.4% |
| Participant deferral / active EE | $8,213 | $5,736+43.2% | $5,056+62.4% | $6,689+22.8% |
| Admin fee / account holder | $3,432 | $13,353-74.3% | $9,460-63.7% | $13,390-74.4% |