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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 | $758,238 | $132,634+471.7% | $115,768+555.0% | $137,256+452.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 24.65% | 160.70%-136.1pp | 100.46%-75.8pp | 220.34%-195.7pp |
| Employer contribution / active EE | $10,383 | $3,360+209.0% | $2,940+253.2% | $4,156+149.8% |
| Participant deferral / active EE | $7,240 | $5,619+28.9% | $4,917+47.3% | $6,407+13.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |