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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 | $81,276+544.0% | $155,574+236.4% | $80,925+546.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 12.80% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,793 | $3,103-42.2% | $4,676-61.7% | $2,756-34.9% |
| Participant deferral / active EE | $4,192 | $3,453+21.4% | $5,629-25.5% | $4,299-2.5% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |