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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 | $348,250 | $100,970+244.9% | $96,576+260.6% | $137,256+153.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 17.95% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $690 | $3,809-81.9% | $3,553-80.6% | $4,156-83.4% |
| Participant deferral / active EE | $9,250 | $8,286+11.6% | $7,956+16.3% | $6,407+44.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |