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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 | $435,714 | $115,810+276.2% | $101,271+330.2% | $158,966+174.1% |
| Participation rate | 16.7% | 79.4%-62.7pp | 75.8%-59.1pp | 82.0%-65.3pp |
| Annual return | 16.73% | 56.15%-39.4pp | 46.48%-29.8pp | 302.95%-286.2pp |
| Employer contribution / active EE | $850 | $4,175-79.6% | $3,660-76.8% | $4,762-82.2% |
| Participant deferral / active EE | $2,049 | $4,958-58.7% | $4,371-53.1% | $5,983-65.8% |
| Admin fee / account holder | $3,499 | $7,248-51.7% | $5,948-41.2% | $11,250-68.9% |