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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 | $333,038 | $159,934+108.2% | $147,005+126.5% | $145,959+128.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 11.38% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,815 | $5,287-46.8% | $4,934-42.9% | $4,661-39.6% |
| Participant deferral / active EE | $8,291 | $8,427-1.6% | $8,070+2.7% | $6,689+24.0% |
| Admin fee / account holder | $18,704 | $15,053+24.2% | $13,006+43.8% | $13,398+39.6% |