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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 | $321,157 | $107,353+199.2% | $92,903+245.7% | $152,885+110.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 17.56% | 145.62%-128.1pp | 109.43%-91.9pp | 345.39%-327.8pp |
| Employer contribution / active EE | $5,720 | $4,222+35.5% | $3,653+56.6% | $4,763+20.1% |
| Participant deferral / active EE | $12,500 | $4,848+157.9% | $4,238+195.0% | $5,851+113.6% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |