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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 | $356,776 | $107,015+233.4% | $73,545+385.1% | $147,585+141.7% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 21.59% | 38.25%-16.7pp | -15.16%+36.7pp | 578.58%-557.0pp |
| Employer contribution / active EE | $910 | $1,760-48.3% | $1,219-25.3% | $4,876-81.3% |
| Participant deferral / active EE | $10,500 | $2,462+326.5% | $1,806+481.4% | $5,439+93.1% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |