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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 | $381,259 | $169,356+125.1% | $129,406+194.6% | $145,897+161.3% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 13.39% | 14418.62%-14405.2pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,771 | $4,987+15.7% | $4,167+38.5% | $6,689-13.7% |
| Admin fee / account holder | $83 | $9,915-99.2% | $7,689-98.9% | $13,390-99.4% |