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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 | $201,344+99.0% | $184,243+117.4% | $145,877+174.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.88% | 29.01%-17.1pp | 28.82%-16.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,914 | $7,022-72.7% | $6,427-70.2% | $4,663-59.0% |
| Participant deferral / active EE | $12,643 | $9,807+28.9% | $9,132+38.4% | $6,691+89.0% |
| Admin fee / account holder | $17 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |