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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 | $719,857 | $70,121+926.6% | $63,803+1028.2% | $138,895+418.3% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 15.53% | 946.48%-931.0pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $4,027 | $2,882+39.7% | $2,532+59.0% | $4,194-4.0% |
| Participant deferral / active EE | $19,583 | $4,535+331.8% | $3,843+409.6% | $6,396+206.2% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |