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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 | $396,884 | $174,379+127.6% | $152,093+160.9% | $138,895+185.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 23.58% | 74.86%-51.3pp | 66.36%-42.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $2,640 | $4,652-43.2% | $4,175-36.8% | $4,194-37.1% |
| Participant deferral / active EE | $6,200 | $6,159+0.7% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |