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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 | $330,125 | $149,778+120.4% | $118,946+177.5% | $158,966+107.7% |
| Participation rate | 33.3% | 82.1%-48.8pp | 75.4%-42.1pp | 82.0%-48.6pp |
| Annual return | 19.42% | 19.95%-0.5pp | 35.89%-16.5pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,309 | $4,117-43.9% | $3,263-29.3% | $4,762-51.5% |
| Participant deferral / active EE | $8,667 | $5,225+65.9% | $4,266+103.2% | $5,983+44.9% |
| Admin fee / account holder | $1,014 | $8,604-88.2% | $6,581-84.6% | $11,250-91.0% |