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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 | $378,775 | $107,809+251.3% | $97,032+290.4% | $155,188+144.1% |
| Participation rate | 9.1% | 75.5%-66.4pp | 71.6%-62.5pp | 80.8%-71.7pp |
| Annual return | 16.10% | 38.06%-22.0pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $388 | $2,911-86.7% | $2,629-85.2% | $4,248-90.9% |
| Participant deferral / active EE | $2,773 | $5,129-45.9% | $4,672-40.7% | $6,531-57.5% |
| Admin fee / account holder | $6,365 | $10,717-40.6% | $9,418-32.4% | $14,480-56.0% |