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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 | $374,179 | $183,968+103.4% | $162,166+130.7% | $152,870+144.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 22.01% | 150.77%-128.8pp | 115.59%-93.6pp | 345.34%-323.3pp |
| Employer contribution / active EE | $1,732 | $6,371-72.8% | $5,614-69.1% | $4,763-63.6% |
| Participant deferral / active EE | $7,078 | $8,034-11.9% | $7,298-3.0% | $5,850+21.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |