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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 | $1,206,953 | $154,228+682.6% | $145,433+729.9% | $137,256+779.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.68% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $12,329 | $4,804+156.6% | $4,554+170.7% | $4,156+196.6% |
| Participant deferral / active EE | $9,207 | $8,216+12.1% | $7,897+16.6% | $6,407+43.7% |
| Admin fee / account holder | $5,816 | $14,344-59.5% | $13,129-55.7% | $12,270-52.6% |