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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 | $674,761 | $223,823+201.5% | $211,142+219.6% | $154,746+336.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 16.42% | 50.39%-34.0pp | 46.84%-30.4pp | 172.34%-155.9pp |
| Employer contribution / active EE | $25,753 | $6,787+279.5% | $6,442+299.8% | $4,379+488.1% |
| Participant deferral / active EE | $15,633 | $9,750+60.3% | $9,284+68.4% | $6,730+132.3% |
| Admin fee / account holder | $10,546 | $19,707-46.5% | $19,076-44.7% | $14,365-26.6% |