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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 | $447,462 | $112,729+296.9% | $98,716+353.3% | $137,256+226.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 16.81% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,393 | $2,725-48.9% | $2,279-38.9% | $4,156-66.5% |
| Participant deferral / active EE | $4,423 | $4,640-4.7% | $4,048+9.3% | $6,407-31.0% |
| Admin fee / account holder | $4,913 | $10,129-51.5% | $8,703-43.6% | $12,270-60.0% |