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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 | $264,977 | $201,370+31.6% | $184,256+43.8% | $145,897+81.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.61% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,855 | $7,024-59.4% | $6,427-55.6% | $4,663-38.8% |
| Participant deferral / active EE | $19,098 | $9,808+94.7% | $9,133+109.1% | $6,689+185.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |