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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 | $771,591 | $181,062+326.1% | $158,223+387.7% | $155,188+397.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.79% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $16,221 | $4,565+255.4% | $4,109+294.8% | $4,248+281.9% |
| Participant deferral / active EE | $10,333 | $6,134+68.4% | $5,467+89.0% | $6,531+58.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |