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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 | $583,221 | $201,372+189.6% | $184,260+216.5% | $145,884+299.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 14.01% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,540 | $7,024-63.8% | $6,427-60.5% | $4,662-45.5% |
| Participant deferral / active EE | $5,029 | $9,808-48.7% | $9,133-44.9% | $6,690-24.8% |
| Admin fee / account holder | $282 | $16,362-98.3% | $13,898-98.0% | $13,392-97.9% |