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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 | $296,590 | $102,595+189.1% | $94,057+215.3% | $154,746+91.7% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 15.08% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $355 | $3,147-88.7% | $2,933-87.9% | $4,379-91.9% |
| Participant deferral / active EE | $4,609 | $5,118-10.0% | $4,709-2.1% | $6,730-31.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |