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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 | $393,898 | $88,583+344.7% | $88,497+345.1% | $273,972+43.8% |
| Participation rate | 68.2% | 83.5%-15.3pp | 82.4%-14.2pp | 83.0%-14.8pp |
| Annual return | 6.47% | 5.68%+0.8pp | 7.63%-1.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $8,688 | $4,502+93.0% | $4,036+115.2% | $4,869+78.4% |
| Participant deferral / active EE | $5,920 | $4,891+21.0% | $4,899+20.8% | $5,287+12.0% |
| Admin fee / account holder | $1 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |