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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 | $739,283 | $109,372+575.9% | $89,414+726.8% | $158,966+365.1% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 29.64% | 345.55%-315.9pp | 245.50%-215.9pp | 302.95%-273.3pp |
| Employer contribution / active EE | $1,062 | $3,171-66.5% | $2,586-58.9% | $4,762-77.7% |
| Participant deferral / active EE | $8,600 | $4,598+87.0% | $3,890+121.1% | $5,983+43.7% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |