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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 | $349,066 | $154,228+126.3% | $145,433+140.0% | $137,256+154.3% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 14.26% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,688 | $4,804-44.1% | $4,554-41.0% | $4,156-35.3% |
| Participant deferral / active EE | $7,566 | $8,216-7.9% | $7,897-4.2% | $6,407+18.1% |
| Admin fee / account holder | $13,678 | $14,344-4.6% | $13,129+4.2% | $12,270+11.5% |