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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 | $290,833 | $213,785+36.0% | $185,441+56.8% | $155,188+87.4% |
| Participation rate | 36.4% | 83.2%-46.9pp | 80.3%-43.9pp | 80.8%-44.4pp |
| Annual return | 17.16% | 19.97%-2.8pp | 20.16%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,142 | $5,393-41.7% | $4,672-32.8% | $4,248-26.0% |
| Participant deferral / active EE | $7,677 | $6,864+11.8% | $6,152+24.8% | $6,531+17.5% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |