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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 | $431,777 | $109,904+292.9% | $97,167+344.4% | $145,959+195.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 15.35% | 243.43%-228.1pp | 75.27%-59.9pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,877 | $3,084-39.2% | $2,729-31.2% | $4,661-59.7% |
| Participant deferral / active EE | $8,201 | $4,676+75.4% | $4,264+92.3% | $6,689+22.6% |
| Admin fee / account holder | $35,825 | $6,216+476.3% | $5,650+534.1% | $13,398+167.4% |