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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 | $286,757 | $153,769+86.5% | $133,975+114.0% | $273,972+4.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.05% | 36.51%-25.5pp | 29.29%-18.2pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,623 | $6,958-4.8% | $6,282+5.4% | $5,287+25.3% |
| Admin fee / account holder | $11 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |