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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 | $408,909 | $135,956+200.8% | $123,894+230.0% | $273,972+49.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.58% | 56.63%-46.1pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $16,200 | $5,170+213.4% | $4,617+250.9% | $4,869+232.7% |
| Participant deferral / active EE | $8,000 | $6,343+26.1% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |