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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 | $281,277 | $102,938+173.2% | $94,105+198.9% | $138,895+102.5% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 11.85% | 250.28%-238.4pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $4,783 | $2,732+75.1% | $2,504+91.0% | $4,194+14.0% |
| Participant deferral / active EE | $8,137 | $4,196+93.9% | $3,881+109.7% | $6,396+27.2% |
| Admin fee / account holder | $2,587 | $6,600-60.8% | $6,199-58.3% | $12,562-79.4% |