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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 | $1,024,488 | $201,344+408.8% | $184,243+456.1% | $145,877+602.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.38% | 29.01%-16.6pp | 28.82%-16.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $8,605 | $7,022+22.5% | $6,427+33.9% | $4,663+84.5% |
| Participant deferral / active EE | $11,416 | $9,807+16.4% | $9,132+25.0% | $6,691+70.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |