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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 | $273,889 | $185,312+47.8% | $161,489+69.6% | $154,746+77.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 22.11% | 103.84%-81.7pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,225 | $4,769-53.3% | $4,268-47.9% | $4,379-49.2% |
| Participant deferral / active EE | $6,323 | $6,350-0.4% | $5,630+12.3% | $6,730-6.0% |
| Admin fee / account holder | $2,140 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |