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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 | $291,554 | $69,118+321.8% | $53,647+443.5% | $138,895+109.9% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 18.60% | 248.26%-229.7pp | 358.33%-339.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,631 | $1,189+37.1% | $962+69.6% | $4,194-61.1% |
| Participant deferral / active EE | $17,375 | $2,274+664.1% | $1,813+858.2% | $6,396+171.6% |
| Admin fee / account holder | $1,108 | $2,724-59.3% | $2,460-55.0% | $12,562-91.2% |