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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 | $266,626 | $107,733+147.5% | $92,985+186.7% | $154,746+72.3% |
| Participation rate | 65.0% | 74.6%-9.6pp | 69.5%-4.5pp | 80.7%-15.7pp |
| Annual return | 15.39% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,482 | $3,126-20.6% | $2,662-6.8% | $4,379-43.3% |
| Participant deferral / active EE | $5,811 | $5,053+15.0% | $4,377+32.8% | $6,730-13.7% |
| Admin fee / account holder | $8,879 | $11,369-21.9% | $9,463-6.2% | $14,365-38.2% |