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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 | $357,770 | $97,125+268.4% | $86,233+314.9% | $137,256+160.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 18.35% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,197 | $2,841-57.9% | $2,504-52.2% | $4,156-71.2% |
| Participant deferral / active EE | $6,138 | $5,180+18.5% | $4,559+34.6% | $6,407-4.2% |
| Admin fee / account holder | $60 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |