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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 | $252,941 | $110,337+129.2% | $102,383+147.1% | $145,877+73.4% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 14.97% | 24.83%-9.9pp | 24.94%-10.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,493 | $4,216-64.6% | $3,870-61.4% | $4,663-68.0% |
| Participant deferral / active EE | $9,046 | $5,621+61.0% | $5,060+78.8% | $6,691+35.2% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,391-99.9% | $13,402-100.0% |