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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 | $329,848 | $100,970+226.7% | $96,576+241.5% | $137,256+140.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.77% | 38.16%-25.4pp | 38.47%-25.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,464 | $3,809-35.3% | $3,553-30.7% | $4,156-40.7% |
| Participant deferral / active EE | $3,963 | $8,286-52.2% | $7,956-50.2% | $6,407-38.1% |
| Admin fee / account holder | $6,613 | $11,312-41.5% | $11,381-41.9% | $12,270-46.1% |