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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 | $402,424 | $183,627+119.2% | $155,602+158.6% | $145,978+175.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.61% | 61.32%-43.7pp | 64.81%-47.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $2,236 | $5,316-57.9% | $4,675-52.2% | $4,662-52.0% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,690+37.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |