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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 | $379,846 | $162,136+134.3% | $152,301+149.4% | $154,746+145.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 94.15% | 91.02%+3.1pp | 80.50%+13.6pp | 172.34%-78.2pp |
| Employer contribution / active EE | $2,477 | $4,890-49.3% | $4,624-46.4% | $4,379-43.4% |
| Participant deferral / active EE | $9,545 | $8,341+14.4% | $8,004+19.3% | $6,730+41.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |