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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 | $307,139 | $112,933+172.0% | $90,970+237.6% | $158,982+93.2% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 9.83% | 215.82%-206.0pp | 134.60%-124.8pp | 302.99%-293.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,824 | $4,128-7.3% | $3,373+13.4% | $5,983-36.1% |
| Admin fee / account holder | $90 | $8,047-98.9% | $5,961-98.5% | $11,252-99.2% |