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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 | $295,478 | $185,312+59.4% | $161,489+83.0% | $154,746+90.9% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $4,449 | $4,769-6.7% | $4,268+4.2% | $4,379+1.6% |
| Participant deferral / active EE | $7,054 | $6,350+11.1% | $5,630+25.3% | $6,730+4.8% |
| Admin fee / account holder | $15,383 | $18,654-17.5% | $16,006-3.9% | $14,365+7.1% |