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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 | $415,882 | $227,399+82.9% | $189,758+119.2% | $198,609+109.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 8.70% | 61.03%-52.3pp | 52.62%-43.9pp | 202.70%-194.0pp |
| Employer contribution / active EE | $12,066 | $5,526+118.3% | $4,767+153.1% | $5,055+138.7% |
| Participant deferral / active EE | $11,750 | $6,837+71.9% | $5,856+100.7% | $6,977+68.4% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |