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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 | $394,665 | $175,259+125.2% | $149,723+163.6% | $139,487+182.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 14.13% | 166.82%-152.7pp | 134.50%-120.4pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,610 | $5,478-52.4% | $4,821-45.9% | $4,755-45.1% |
| Participant deferral / active EE | $8,909 | $6,522+36.6% | $5,682+56.8% | $6,713+32.7% |
| Admin fee / account holder | $2,459 | $16,158-84.8% | $13,215-81.4% | $11,407-78.4% |