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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 | $769,213 | $106,267+623.9% | $96,520+696.9% | $139,456+451.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.32% | 38.45%-19.1pp | 35.72%-16.4pp | 373.45%-354.1pp |
| Employer contribution / active EE | $32,761 | $4,105+698.1% | $3,739+776.3% | $4,753+589.3% |
| Participant deferral / active EE | $20,867 | $5,454+282.6% | $4,879+327.7% | $6,711+210.9% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |