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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 | $252,057 | $72,446+247.9% | $67,561+273.1% | $145,877+72.8% |
| Participation rate | 18.8% | 76.9%-58.1pp | 72.9%-54.2pp | 80.3%-61.6pp |
| Annual return | 11.52% | 7211.98%-7200.5pp | 3525.44%-3513.9pp | 551.28%-539.8pp |
| Employer contribution / active EE | $994 | $3,072-67.6% | $2,735-63.6% | $4,663-78.7% |
| Participant deferral / active EE | $5,719 | $4,785+19.5% | $4,003+42.9% | $6,691-14.5% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |