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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 | $344,063 | $149,040+130.9% | $120,225+186.2% | $137,256+150.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.25% | 605.68%-589.4pp | 439.23%-423.0pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,770 | $4,655+66.9% | $3,999+94.3% | $6,407+21.3% |
| Admin fee / account holder | $147 | $6,348-97.7% | $5,696-97.4% | $12,270-98.8% |