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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $272,270 | $115,814+135.1% | $101,275+168.8% | $158,982+71.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.70% | 56.16%-40.5pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $753 | $4,176-82.0% | $3,660-79.4% | $4,763-84.2% |
| Participant deferral / active EE | $5,088 | $4,958+2.6% | $4,371+16.4% | $5,983-15.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |