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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 | $349,922 | $118,875+194.4% | $96,572+262.3% | $167,553+108.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 17.78% | 50.50%-32.7pp | 37.79%-20.0pp | 478.89%-461.1pp |
| Employer contribution / active EE | $1,743 | $3,121-44.2% | $2,357-26.1% | $4,840-64.0% |
| Participant deferral / active EE | $9,122 | $4,617+97.6% | $3,850+137.0% | $6,343+43.8% |
| Admin fee / account holder | $4 | $8,070-100.0% | $6,183-99.9% | $12,316-100.0% |