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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 | $319,648 | $156,616+104.1% | $133,346+139.7% | $198,609+60.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 16.05% | 44.25%-28.2pp | 36.85%-20.8pp | 202.70%-186.6pp |
| Employer contribution / active EE | $4,383 | $3,368+30.1% | $2,853+53.6% | $5,055-13.3% |
| Participant deferral / active EE | $11,385 | $4,920+131.4% | $4,332+162.8% | $6,977+63.2% |
| Admin fee / account holder | $1,933 | $17,468-88.9% | $14,264-86.4% | $19,030-89.8% |