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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 | $327,043 | $118,877+175.1% | $96,570+238.7% | $167,536+95.2% |
| Participation rate | 52.2% | 75.5%-23.3pp | 69.8%-17.7pp | 82.1%-29.9pp |
| Annual return | 23.45% | 50.50%-27.1pp | 37.79%-14.3pp | 478.82%-455.4pp |
| Employer contribution / active EE | $2,015 | $3,121-35.4% | $2,357-14.5% | $4,839-58.4% |
| Participant deferral / active EE | $3,405 | $4,617-26.3% | $3,849-11.5% | $6,342-46.3% |
| Admin fee / account holder | $4,630 | $8,069-42.6% | $6,182-25.1% | $12,315-62.4% |