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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 | $250,333 | $145,431+72.1% | $211,142+18.6% | $87,485+186.1% |
| Participation rate | 50.7% | 84.7%-34.1pp | 87.3%-36.6pp | 68.9%-18.2pp |
| Annual return | 16.27% | 27.21%-10.9pp | 46.84%-30.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,456 | $4,662-25.9% | $6,442-46.4% | $2,596+33.1% |
| Participant deferral / active EE | $6,247 | $6,859-8.9% | $9,284-32.7% | $4,274+46.2% |
| Admin fee / account holder | $20,309 | $17,052+19.1% | $19,076+6.5% | $7,775+161.2% |