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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 | $322,482 | $72,071+347.4% | $68,368+371.7% | $137,256+134.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.67% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,430 | $2,788+23.0% | $2,649+29.5% | $4,156-17.5% |
| Participant deferral / active EE | $17,375 | $4,410+294.0% | $4,123+321.4% | $6,407+171.2% |
| Admin fee / account holder | $2,430 | $5,336-54.5% | $5,150-52.8% | $12,270-80.2% |