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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 | $340,154 | $150,447+126.1% | $136,298+149.6% | $147,586+130.5% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 11.91% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,123 | $5,256-40.6% | $4,696-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $3,764 | $6,631-43.2% | $6,247-39.7% | $5,439-30.8% |
| Admin fee / account holder | $275 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |