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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 | $328,017 | $69,118+374.6% | $53,647+511.4% | $138,895+136.2% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 11.09% | 248.26%-237.2pp | 358.33%-347.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,250 | $1,189+5.1% | $962+29.9% | $4,194-70.2% |
| Participant deferral / active EE | $4,214 | $2,274+85.3% | $1,813+132.4% | $6,396-34.1% |
| Admin fee / account holder | $6,932 | $2,724+154.5% | $2,460+181.8% | $12,562-44.8% |