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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 | $162,529+111.7% | $130,788+163.1% | $154,746+122.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 16.25% | 510.48%-494.2pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,770 | $4,808+61.6% | $4,137+87.8% | $6,730+15.5% |
| Admin fee / account holder | $147 | $7,669-98.1% | $6,673-97.8% | $14,365-99.0% |