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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 | $106,247+624.0% | $96,515+697.0% | $139,466+451.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.32% | 38.47%-19.2pp | 35.73%-16.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $32,761 | $4,106+697.9% | $3,740+776.1% | $4,754+589.1% |
| Participant deferral / active EE | $20,867 | $5,456+282.5% | $4,880+327.6% | $6,712+210.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |