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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 | $274,660 | $103,949+164.2% | $69,182+297.0% | $273,972+0.3% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 5.21% | 35.28%-30.1pp | -21.93%+27.1pp | 41.46%-36.2pp |
| Employer contribution / active EE | $910 | $1,783-49.0% | $1,206-24.6% | $4,869-81.3% |
| Participant deferral / active EE | $10,500 | $2,716+286.5% | $1,897+453.5% | $5,287+98.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |