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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 | $441,308 | $209,336+110.8% | $197,124+123.9% | $137,256+221.5% |
| Participation rate | 30.0% | 87.3%-57.3pp | 86.7%-56.7pp | 80.0%-50.0pp |
| Annual return | 12.70% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,287 | $6,591-50.1% | $6,227-47.2% | $4,156-20.9% |
| Participant deferral / active EE | $5,760 | $9,614-40.1% | $9,135-36.9% | $6,407-10.1% |
| Admin fee / account holder | $16,300 | $17,308-5.8% | $16,2980% | $12,270+32.8% |