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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 | $414,295 | $217,392+90.6% | $185,818+123.0% | $167,497+147.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.30% | 148.37%-137.1pp | 122.06%-110.8pp | 478.62%-467.3pp |
| Employer contribution / active EE | $1,444 | $5,873-75.4% | $5,168-72.1% | $4,838-70.1% |
| Participant deferral / active EE | $6,248 | $6,357-1.7% | $5,568+12.2% | $6,341-1.5% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |