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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 | $512,858 | $114,013+349.8% | $103,693+394.6% | $155,188+230.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 13.75% | 49.31%-35.6pp | 47.61%-33.9pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,188 | $3,131-30.1% | $2,920-25.1% | $4,248-48.5% |
| Participant deferral / active EE | $11,133 | $4,970+124.0% | $4,579+143.1% | $6,531+70.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |