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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 | $921,907 | $154,209+497.8% | $130,062+608.8% | $139,487+560.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 21.40% | 32.52%-11.1pp | -137.37%+158.8pp | 373.84%-352.4pp |
| Employer contribution / active EE | $17,887 | $5,292+238.0% | $4,322+313.8% | $4,755+276.2% |
| Participant deferral / active EE | $9,238 | $6,709+37.7% | $5,821+58.7% | $6,713+37.6% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |