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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 | $114,013+511.7% | $103,693+572.6% | $155,188+349.4% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 17.26% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,981 | $3,131-36.7% | $2,920-32.2% | $4,248-53.4% |
| Participant deferral / active EE | $5,282 | $4,970+6.3% | $4,579+15.3% | $6,531-19.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |