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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 | $523,411 | $81,358+543.3% | $155,556+236.5% | $80,959+546.5% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 12.80% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,793 | $3,106-42.3% | $4,675-61.6% | $2,757-35.0% |
| Participant deferral / active EE | $4,192 | $3,455+21.3% | $5,631-25.6% | $4,300-2.5% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |