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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 | $358,144 | $103,393+246.4% | $87,103+311.2% | $152,909+134.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 27.58% | 28.10%-0.5pp | 28.19%-0.6pp | 345.46%-317.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,544 | $4,778+99.7% | $4,049+135.7% | $5,851+63.1% |
| Admin fee / account holder | $25 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |