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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 | $431,455 | $182,442+136.5% | $163,379+164.1% | $138,895+210.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 18.40% | 72.74%-54.3pp | 63.41%-45.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $18,683 | $4,159+349.2% | $3,752+397.9% | $4,194+345.4% |
| Participant deferral / active EE | $10,248 | $6,817+50.3% | $6,282+63.1% | $6,396+60.2% |
| Admin fee / account holder | $5,368 | $10,396-48.4% | $9,818-45.3% | $12,562-57.3% |