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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 | $294,014 | $65,364+349.8% | $92,909+216.5% | $72,975+302.9% |
| Participation rate | 21.1% | 68.3%-47.3pp | 76.0%-55.0pp | 69.5%-48.4pp |
| Annual return | 19.73% | 42.11%-22.4pp | 109.44%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $683 | $2,594-73.7% | $3,653-81.3% | $2,440-72.0% |
| Participant deferral / active EE | $1,950 | $3,128-37.7% | $4,238-54.0% | $3,608-46.0% |
| Admin fee / account holder | $2,327 | $4,251-45.3% | $5,795-59.8% | $5,124-54.6% |