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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 | $517,443 | $155,555+232.6% | $146,866+252.3% | $155,188+233.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 16.35% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,159 | $4,647-75.1% | $4,425-73.8% | $4,248-72.7% |
| Participant deferral / active EE | $4,499 | $8,044-44.1% | $7,759-42.0% | $6,531-31.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |