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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 | $400,603 | $201,259+99.0% | $184,200+117.5% | $145,959+174.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.88% | 28.98%-17.1pp | 28.80%-16.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,914 | $7,018-72.7% | $6,424-70.2% | $4,661-58.9% |
| Participant deferral / active EE | $12,643 | $9,806+28.9% | $9,132+38.5% | $6,689+89.0% |
| Admin fee / account holder | $17 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |