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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 | $352,802 | $211,224+67.0% | $178,505+97.6% | $145,897+141.8% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 13.77% | 30.28%-16.5pp | 27.16%-13.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,731 | $4,577-62.2% | $3,955-56.2% | $4,663-62.9% |
| Participant deferral / active EE | $7,117 | $6,966+2.2% | $6,280+13.3% | $6,689+6.4% |
| Admin fee / account holder | $49,015 | $12,109+304.8% | $10,428+370.0% | $13,390+266.0% |