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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 | $268,190 | $95,979+179.4% | $74,551+259.7% | $135,380+98.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | 0.56% | 56.97%-56.4pp | 32.53%-32.0pp | 519.81%-519.2pp |
| Employer contribution / active EE | $1,410 | $2,716-48.1% | $1,961-28.1% | $4,779-70.5% |
| Participant deferral / active EE | $9,878 | $3,844+157.0% | $3,108+217.8% | $5,609+76.1% |
| Admin fee / account holder | $1,800 | $6,522-72.4% | $5,059-64.4% | $10,828-83.4% |