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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 | $697,394 | $70,366+891.1% | $66,674+946.0% | $138,895+402.1% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 17.26% | 386.41%-369.2pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,981 | $2,765-28.4% | $2,620-24.4% | $4,194-52.8% |
| Participant deferral / active EE | $5,282 | $4,374+20.8% | $4,084+29.3% | $6,396-17.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |