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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 | $283,039 | $161,352+75.4% | $134,172+111.0% | $137,256+106.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 13.96% | 28.72%-14.8pp | 25.30%-11.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $840 | $4,099-79.5% | $3,420-75.4% | $4,156-79.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,525 | $15,028+3.3% | $12,016+29.2% | $12,270+26.5% |