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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 | $396,719 | $93,064+326.3% | $74,577+432.0% | $273,972+44.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 7.47% | 26.18%-18.7pp | 20.47%-13.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,597 | $3,160-17.8% | $2,525+2.9% | $4,869-46.7% |
| Participant deferral / active EE | $18,250 | $4,160+338.7% | $3,458+427.7% | $5,287+245.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |