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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 | $311,894 | $154,228+102.2% | $145,433+114.5% | $137,256+127.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,600 | $4,804-45.9% | $4,554-42.9% | $4,156-37.4% |
| Participant deferral / active EE | $14,300 | $8,216+74.0% | $7,897+81.1% | $6,407+123.2% |
| Admin fee / account holder | $31,105 | $14,344+116.9% | $13,129+136.9% | $12,270+153.5% |