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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 | $433,497 | $182,442+137.6% | $163,379+165.3% | $138,895+212.1% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.8%-32.4pp | 79.9%-35.5pp |
| Annual return | 19.56% | 72.74%-53.2pp | 63.41%-43.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,621 | $6,817-46.9% | $6,282-42.4% | $6,396-43.4% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |