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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 | $464,906 | $99,345+368.0% | $84,753+448.5% | $273,972+69.7% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 12.69% | 22.93%-10.2pp | 22.78%-10.1pp | 41.46%-28.8pp |
| Employer contribution / active EE | $4,324 | $4,214+2.6% | $3,574+21.0% | $4,869-11.2% |
| Participant deferral / active EE | $8,000 | $4,270+87.4% | $3,712+115.5% | $5,287+51.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |