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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 | $366,688 | $165,381+121.7% | $149,730+144.9% | $158,966+130.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 19.57% | 348.29%-328.7pp | 276.70%-257.1pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,101 | $5,104-78.4% | $4,645-76.3% | $4,762-76.9% |
| Participant deferral / active EE | $2,884 | $7,182-59.8% | $6,843-57.9% | $5,983-51.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |