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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 | $366,201 | $209,425+74.9% | $178,499+105.2% | $158,966+130.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.41% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $9,246 | $5,707+62.0% | $5,011+84.5% | $4,762+94.1% |
| Participant deferral / active EE | $4,888 | $5,955-17.9% | $5,202-6.0% | $5,983-18.3% |
| Admin fee / account holder | $10 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |