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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 | $359,464 | $157,304+128.5% | $141,197+154.6% | $152,909+135.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.07% | 64.34%-45.3pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $3,113 | $5,263-40.8% | $4,736-34.3% | $4,764-34.7% |
| Participant deferral / active EE | $8,736 | $7,111+22.9% | $6,710+30.2% | $5,851+49.3% |
| Admin fee / account holder | $18,949 | $12,126+56.3% | $10,265+84.6% | $11,601+63.3% |