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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 | $681,690 | $156,398+335.9% | $147,318+362.7% | $138,895+390.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 12.91% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $7,858 | $4,853+61.9% | $4,593+71.1% | $4,194+87.3% |
| Participant deferral / active EE | $6,200 | $8,237-24.7% | $7,906-21.6% | $6,396-3.1% |
| Admin fee / account holder | $160 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |