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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 | $451,883 | $148,582+204.1% | $135,942+232.4% | $139,456+224.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 31.31% | 79.26%-47.9pp | 68.28%-37.0pp | 373.45%-342.1pp |
| Employer contribution / active EE | $3,319 | $5,245-36.7% | $4,858-31.7% | $4,753-30.2% |
| Participant deferral / active EE | $9,468 | $8,101+16.9% | $7,759+22.0% | $6,711+41.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |