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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 | $154,228+146.3% | $145,433+161.2% | $137,256+176.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 94.15% | 74.59%+19.6pp | 66.58%+27.6pp | 220.34%-126.2pp |
| Employer contribution / active EE | $2,477 | $4,804-48.4% | $4,554-45.6% | $4,156-40.4% |
| Participant deferral / active EE | $9,545 | $8,216+16.2% | $7,897+20.9% | $6,407+49.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |