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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 | $284,372 | $134,817+110.9% | $123,973+129.4% | $155,188+83.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 11.01% | 515.49%-504.5pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,535 | $4,425-65.3% | $4,126-62.8% | $4,248-63.9% |
| Participant deferral / active EE | $12,514 | $5,706+119.3% | $5,247+138.5% | $6,531+91.6% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |