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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 | $271,735 | $162,821+66.9% | $133,978+102.8% | $158,982+70.9% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 20.69% | 41.95%-21.3pp | 45.10%-24.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,378 | $4,976-52.2% | $3,919-39.3% | $4,763-50.1% |
| Participant deferral / active EE | $3,746 | $5,910-36.6% | $5,047-25.8% | $5,983-37.4% |
| Admin fee / account holder | $22,365 | $11,742+90.5% | $8,930+150.4% | $11,252+98.8% |