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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 | $1,375,863 | $223,823+514.7% | $211,142+551.6% | $154,746+789.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.70% | 50.39%-30.7pp | 46.84%-27.1pp | 172.34%-152.6pp |
| Employer contribution / active EE | $8,650 | $6,787+27.5% | $6,442+34.3% | $4,379+97.5% |
| Participant deferral / active EE | $14,608 | $9,750+49.8% | $9,284+57.3% | $6,730+117.1% |
| Admin fee / account holder | $3,305 | $19,707-83.2% | $19,076-82.7% | $14,365-77.0% |