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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 | $439,531 | $181,062+142.8% | $158,223+177.8% | $155,188+183.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 16.92% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,145 | $4,565-53.0% | $4,109-47.8% | $4,248-49.5% |
| Participant deferral / active EE | $6,714 | $6,134+9.5% | $5,467+22.8% | $6,531+2.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |