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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 | $184,014+58.0% | $161,149+80.5% | $138,895+109.4% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.8%-42.5pp | 79.9%-43.6pp |
| Annual return | 17.16% | 21.52%-4.4pp | 21.16%-4.0pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,142 | $5,055-37.9% | $4,360-27.9% | $4,194-25.1% |
| Participant deferral / active EE | $7,677 | $6,909+11.1% | $6,153+24.8% | $6,396+20.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |