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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 | $422,677 | $155,555+171.7% | $146,866+187.8% | $155,188+172.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 37.66% | 115.41%-77.8pp | 102.85%-65.2pp | 148.84%-111.2pp |
| Employer contribution / active EE | $4,650 | $4,647+0.1% | $4,425+5.1% | $4,248+9.5% |
| Participant deferral / active EE | $14,167 | $8,044+76.1% | $7,759+82.6% | $6,531+116.9% |
| Admin fee / account holder | $60 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |