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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 | $265,244 | $160,070+65.7% | $147,117+80.3% | $145,897+81.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 21.16% | 98.69%-77.5pp | 420.54%-399.4pp | 552.29%-531.1pp |
| Employer contribution / active EE | $2,224 | $5,285-57.9% | $4,932-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $7,892 | $8,419-6.3% | $8,065-2.1% | $6,689+18.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |