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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 | $870,405 | $211,239+312.0% | $178,528+387.5% | $145,877+496.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.32% | 30.22%-19.9pp | 27.11%-16.8pp | 551.28%-541.0pp |
| Employer contribution / active EE | $10,000 | $4,570+118.8% | $3,950+153.1% | $4,663+114.5% |
| Participant deferral / active EE | $20,333 | $6,963+192.0% | $6,278+223.9% | $6,691+203.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |