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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 | $275,131 | $61,787+345.3% | $97,197+183.1% | $80,925+240.0% |
| Participation rate | 13.3% | 63.5%-50.1pp | 72.7%-59.4pp | 67.7%-54.3pp |
| Annual return | 20.90% | -558.16%+579.1pp | 75.47%-54.6pp | 35.65%-14.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,692 | $3,027-44.1% | $4,263-60.3% | $4,299-60.6% |
| Admin fee / account holder | $42,518 | $5,170+722.5% | $5,637+654.2% | $6,940+512.6% |