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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 | $255,205 | $181,062+40.9% | $158,223+61.3% | $155,188+64.4% |
| Participation rate | 58.3% | 82.7%-24.3pp | 79.2%-20.9pp | 80.8%-22.5pp |
| Annual return | 16.55% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $4,043 | $4,565-11.4% | $4,109-1.6% | $4,248-4.8% |
| Participant deferral / active EE | $7,656 | $6,134+24.8% | $5,467+40.1% | $6,531+17.2% |
| Admin fee / account holder | $10,058 | $18,825-46.6% | $16,047-37.3% | $14,480-30.5% |