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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 | $405,531 | $185,312+118.8% | $161,489+151.1% | $154,746+162.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 14.68% | 103.84%-89.2pp | 89.72%-75.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,944 | $4,769-17.3% | $4,268-7.6% | $4,379-9.9% |
| Participant deferral / active EE | $9,000 | $6,350+41.7% | $5,630+59.9% | $6,730+33.7% |
| Admin fee / account holder | $4,513 | $18,654-75.8% | $16,006-71.8% | $14,365-68.6% |