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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 | $253,716 | $72,071+252.0% | $68,368+271.1% | $137,256+84.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.82% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,147 | $2,788-58.9% | $2,649-56.7% | $4,156-72.4% |
| Participant deferral / active EE | $5,193 | $4,410+17.7% | $4,123+25.9% | $6,407-19.0% |
| Admin fee / account holder | $4,323 | $5,336-19.0% | $5,150-16.1% | $12,270-64.8% |