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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 | $274,645 | $160,028+71.6% | $147,080+86.7% | $145,884+88.3% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 12.57% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,381 | $5,286-73.9% | $4,933-72.0% | $4,662-70.4% |
| Participant deferral / active EE | $4,365 | $8,422-48.2% | $8,066-45.9% | $6,690-34.8% |
| Admin fee / account holder | $4 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |