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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 | $274,558 | $110,212+149.1% | $96,534+184.4% | $139,466+96.9% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 34.34% | 26.42%+7.9pp | 25.88%+8.5pp | 373.66%-339.3pp |
| Employer contribution / active EE | $2,353 | $3,620-35.0% | $2,965-20.7% | $4,754-50.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,313 | $11,599-36.9% | $8,253-11.4% | $11,409-35.9% |