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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 | $476,570 | $100,938+372.1% | $90,461+426.8% | $158,982+199.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 18.76% | 1727.20%-1708.4pp | 1294.76%-1276.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,139 | $4,350+18.1% | $3,964+29.6% | $5,983-14.1% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |