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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 | $605,502 | $160,028+278.4% | $147,080+311.7% | $145,884+315.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.94% | 98.60%-88.7pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,434 | $5,286-54.0% | $4,933-50.7% | $4,662-47.8% |
| Participant deferral / active EE | $19,103 | $8,422+126.8% | $8,066+136.8% | $6,690+185.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |