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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 | $327,113 | $112,935+189.6% | $90,970+259.6% | $158,966+105.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 18.55% | 215.79%-197.2pp | 134.58%-116.0pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,222 | $2,895-23.2% | $2,122+4.7% | $4,762-53.3% |
| Participant deferral / active EE | $5,632 | $4,129+36.4% | $3,373+66.9% | $5,983-5.9% |
| Admin fee / account holder | $7 | $8,045-99.9% | $5,960-99.9% | $11,250-99.9% |