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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 | $371,831 | $106,267+249.9% | $96,520+285.2% | $139,456+166.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 13.66% | 38.45%-24.8pp | 35.72%-22.1pp | 373.45%-359.8pp |
| Employer contribution / active EE | $1,763 | $4,105-57.1% | $3,739-52.8% | $4,753-62.9% |
| Participant deferral / active EE | $8,956 | $5,454+64.2% | $4,879+83.6% | $6,711+33.4% |
| Admin fee / account holder | $6,171 | $7,882-21.7% | $6,733-8.4% | $11,407-45.9% |