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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 | $826,518 | $107,030+672.2% | $73,550+1023.8% | $147,586+460.0% |
| Participation rate | 16.7% | 66.4%-49.7pp | 54.9%-38.3pp | 82.8%-66.2pp |
| Annual return | 12.68% | 38.25%-25.6pp | -15.16%+27.8pp | 578.59%-565.9pp |
| Employer contribution / active EE | $272 | $1,760-84.5% | $1,219-77.7% | $4,876-94.4% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |