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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 | $282,162 | $107,666+162.1% | $102,184+176.1% | $154,746+82.3% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 11.91% | 29.33%-17.4pp | 31.58%-19.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,409 | $3,846-63.4% | $3,594-60.8% | $4,379-67.8% |
| Participant deferral / active EE | $6,802 | $8,719-22.0% | $8,309-18.1% | $6,730+1.1% |
| Admin fee / account holder | $6,089 | $12,943-53.0% | $11,609-47.5% | $14,365-57.6% |