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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 | $318,810 | $107,030+197.9% | $73,550+333.5% | $147,586+116.0% |
| Participation rate | 21.4% | 66.4%-44.9pp | 54.9%-33.5pp | 82.8%-61.4pp |
| Annual return | 17.50% | 38.25%-20.8pp | -15.16%+32.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $349 | $1,760-80.2% | $1,219-71.4% | $4,876-92.9% |
| Participant deferral / active EE | $3,386 | $2,458+37.7% | $1,804+87.7% | $5,439-37.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |