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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 | $301,736 | $106,236+184.0% | $96,496+212.7% | $139,427+116.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.14% | 38.43%-21.3pp | 35.70%-18.6pp | 373.27%-356.1pp |
| Employer contribution / active EE | $1,793 | $4,104-56.3% | $3,738-52.0% | $4,752-62.3% |
| Participant deferral / active EE | $16,435 | $5,455+201.3% | $4,879+236.9% | $6,711+144.9% |
| Admin fee / account holder | -$703 | $7,879-108.9% | $6,731-110.4% | $11,404-106.2% |