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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 | $255,541 | $183,627+39.2% | $155,602+64.2% | $145,978+75.1% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 11.20% | 61.32%-50.1pp | 64.81%-53.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $5,197 | $5,316-2.2% | $4,675+11.2% | $4,662+11.5% |
| Participant deferral / active EE | $6,842 | $6,466+5.8% | $5,629+21.5% | $6,690+2.3% |
| Admin fee / account holder | $1,884 | $19,327-90.3% | $15,923-88.2% | $13,400-85.9% |