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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 | $225,673+92.1% | $203,872+112.6% | $155,188+179.3% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 19.56% | 95.91%-76.3pp | 85.11%-65.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,621 | $6,893-47.5% | $6,388-43.3% | $6,531-44.6% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |