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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 | $395,824 | $106,918+270.2% | $84,021+371.1% | $152,897+158.9% |
| Participation rate | 20.8% | 75.2%-54.4pp | 69.0%-48.2pp | 82.5%-61.6pp |
| Annual return | 16.05% | 105.01%-89.0pp | 71.32%-55.3pp | 345.43%-329.4pp |
| Employer contribution / active EE | $744 | $2,735-72.8% | $1,984-62.5% | $4,764-84.4% |
| Participant deferral / active EE | $3,917 | $4,012-2.4% | $3,239+20.9% | $5,851-33.1% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |