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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 | $807,499 | $111,878+621.8% | $93,727+761.5% | $145,897+453.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 15.05% | 204.28%-189.2pp | 133.83%-118.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,729 | $3,092+20.6% | $2,421+54.0% | $4,663-20.0% |
| Participant deferral / active EE | $25,000 | $4,920+408.1% | $4,417+466.0% | $6,689+273.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |