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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 | $538,823 | $112,729+378.0% | $98,716+445.8% | $137,256+292.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.59% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,017 | $2,725-26.0% | $2,279-11.5% | $4,156-51.5% |
| Participant deferral / active EE | $2,627 | $4,640-43.4% | $4,048-35.1% | $6,407-59.0% |
| Admin fee / account holder | $163,531 | $10,129+1514.6% | $8,703+1779.1% | $12,270+1232.8% |