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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 | $336,297 | $83,369+303.4% | $105,223+219.6% | $67,986+394.7% |
| Participation rate | 25.7% | 56.3%-30.6pp | 75.0%-49.3pp | 57.2%-31.5pp |
| Annual return | 17.43% | 24.64%-7.2pp | 180.65%-163.2pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,599 | $2,541-37.1% | $3,689-56.6% | $2,019-20.8% |
| Participant deferral / active EE | $3,804 | $3,295+15.4% | $5,072-25.0% | $3,358+13.3% |
| Admin fee / account holder | $3,365 | $4,073-17.4% | $8,859-62.0% | $3,203+5.1% |