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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 | $278,723 | $201,264+38.5% | $184,185+51.3% | $145,978+90.9% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 15.63% | 29.00%-13.4pp | 28.81%-13.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,056 | $7,021-70.7% | $6,426-68.0% | $4,662-55.9% |
| Participant deferral / active EE | $6,060 | $9,806-38.2% | $9,132-33.6% | $6,690-9.4% |
| Admin fee / account holder | $16,029 | $16,376-2.1% | $13,909+15.2% | $13,400+19.6% |