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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 | $279,771 | $211,105+32.5% | $178,449+56.8% | $145,978+91.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.99% | 30.19%-20.2pp | 27.09%-17.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,040 | $4,569-77.2% | $3,951-73.7% | $4,662-77.7% |
| Participant deferral / active EE | $2,105 | $6,959-69.8% | $6,277-66.5% | $6,690-68.5% |
| Admin fee / account holder | $1,669 | $12,017-86.1% | $10,362-83.9% | $13,400-87.5% |