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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 | $381,566 | $138,076+176.3% | $123,553+208.8% | $135,380+181.8% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | 8.42% | 153.70%-145.3pp | 119.21%-110.8pp | 519.81%-511.4pp |
| Employer contribution / active EE | $3,306 | $5,152-35.8% | $4,628-28.6% | $4,779-30.8% |
| Participant deferral / active EE | $3,877 | $6,800-43.0% | $6,426-39.7% | $5,609-30.9% |
| Admin fee / account holder | $295 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |