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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 | $341,704 | $103,038+231.6% | $90,324+278.3% | $152,909+123.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 27.06% | 95.25%-68.2pp | 78.15%-51.1pp | 345.46%-318.4pp |
| Employer contribution / active EE | $1,271 | $3,141-59.5% | $2,856-55.5% | $4,764-73.3% |
| Participant deferral / active EE | $13,862 | $4,282+223.7% | $3,885+256.8% | $5,851+136.9% |
| Admin fee / account holder | $25 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |