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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 | $674,361 | $123,155+447.6% | $108,753+520.1% | $155,188+334.5% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 16.94% | 44.73%-27.8pp | 37.47%-20.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $14,781 | $2,811+425.8% | $2,427+509.1% | $4,248+248.0% |
| Participant deferral / active EE | $11,200 | $4,623+142.3% | $4,115+172.2% | $6,531+71.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |