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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 | $340,574 | $106,905+218.6% | $84,020+305.3% | $152,885+122.8% |
| Participation rate | 41.2% | 75.2%-34.1pp | 69.0%-27.8pp | 82.5%-41.3pp |
| Annual return | 30.43% | 105.00%-74.6pp | 71.31%-40.9pp | 345.39%-315.0pp |
| Employer contribution / active EE | $1,696 | $2,735-38.0% | $1,984-14.5% | $4,763-64.4% |
| Participant deferral / active EE | $4,300 | $4,012+7.2% | $3,239+32.8% | $5,851-26.5% |
| Admin fee / account holder | $31 | $8,287-99.6% | $6,101-99.5% | $11,598-99.7% |