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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 | $339,428 | $111,535+204.3% | $105,223+222.6% | $137,256+147.3% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 17.17% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,655 | $3,939-58.0% | $3,689-55.1% | $4,156-60.2% |
| Participant deferral / active EE | $9,350 | $5,500+70.0% | $5,072+84.4% | $6,407+45.9% |
| Admin fee / account holder | $3,901 | $9,721-59.9% | $8,859-56.0% | $12,270-68.2% |