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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 | $317,576 | $91,536+246.9% | $130,062+144.2% | $75,177+322.4% |
| Participation rate | 60.0% | 71.5%-11.5pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 21.17% | -631.62%+652.8pp | -137.37%+158.5pp | 160.75%-139.6pp |
| Employer contribution / active EE | $1,325 | $2,845-53.4% | $4,322-69.3% | $2,671-50.4% |
| Participant deferral / active EE | $4,775 | $4,343+9.9% | $5,821-18.0% | $4,126+15.7% |
| Admin fee / account holder | $15,366 | $6,780+126.7% | $10,601+45.0% | $5,651+171.9% |