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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 | $283,460 | $106,247+166.8% | $96,515+193.7% | $139,466+103.2% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 16.84% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,284 | $4,106-44.4% | $3,740-38.9% | $4,754-52.0% |
| Participant deferral / active EE | $7,849 | $5,456+43.9% | $4,880+60.8% | $6,712+16.9% |
| Admin fee / account holder | $1,576 | $7,885-80.0% | $6,735-76.6% | $11,409-86.2% |