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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 | $337,852 | $98,766+242.1% | $149,730+125.6% | $79,852+323.1% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,525 | $3,217-21.5% | $4,645-45.6% | $2,471+2.2% |
| Participant deferral / active EE | $8,409 | $5,681+48.0% | $6,843+22.9% | $3,740+124.8% |
| Admin fee / account holder | $981 | $6,052-83.8% | $9,310-89.5% | $5,306-81.5% |