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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 | $902,371 | $157,304+473.6% | $141,197+539.1% | $152,909+490.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.70% | 64.34%-38.6pp | 71.41%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $13,007 | $5,263+147.2% | $4,736+174.6% | $4,764+173.0% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |