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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 | $270,694 | $149,778+80.7% | $118,946+127.6% | $158,950+70.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 19.20% | 19.95%-0.7pp | 35.89%-16.7pp | 302.91%-283.7pp |
| Employer contribution / active EE | $8,767 | $4,117+113.0% | $3,263+168.7% | $4,762+84.1% |
| Participant deferral / active EE | $6,249 | $5,225+19.6% | $4,266+46.5% | $5,983+4.4% |
| Admin fee / account holder | $57 | $8,604-99.3% | $6,581-99.1% | $11,248-99.5% |