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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 | $252,413 | $157,296+60.5% | $141,191+78.8% | $152,897+65.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 24.23% | 64.34%-40.1pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,066 | $7,111+13.4% | $6,710+20.2% | $5,851+37.9% |
| Admin fee / account holder | $105 | $12,125-99.1% | $10,264-99.0% | $11,599-99.1% |