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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 | $112,729+183.6% | $98,716+223.8% | $137,256+132.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.05% | 38.48%-22.4pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,383 | $2,725+60.8% | $2,279+92.4% | $4,156+5.5% |
| Participant deferral / active EE | $11,385 | $4,640+145.4% | $4,048+181.3% | $6,407+77.7% |
| Admin fee / account holder | $1,933 | $10,129-80.9% | $8,703-77.8% | $12,270-84.2% |