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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 | $292,914 | $117,895+148.5% | $102,460+185.9% | $145,897+100.8% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | 18.50% | 31.92%-13.4pp | 29.47%-11.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,248 | $3,619-65.5% | $3,025-58.7% | $4,663-73.2% |
| Participant deferral / active EE | $2,550 | $5,736-55.5% | $5,056-49.6% | $6,689-61.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |