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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 | $939,155 | $213,785+339.3% | $185,441+406.4% | $155,188+505.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 54.63% | 19.97%+34.7pp | 20.16%+34.5pp | 148.84%-94.2pp |
| Employer contribution / active EE | $1,110 | $5,393-79.4% | $4,672-76.2% | $4,248-73.9% |
| Participant deferral / active EE | $14,750 | $6,864+114.9% | $6,152+139.8% | $6,531+125.8% |
| Admin fee / account holder | $15,217 | $21,134-28.0% | $17,890-14.9% | $14,480+5.1% |