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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 | $320,015 | $150,435+112.7% | $120,580+165.4% | $145,897+119.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 12.15% | 154.60%-142.5pp | 107.48%-95.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,240 | $4,352-25.5% | $3,469-6.6% | $4,663-30.5% |
| Participant deferral / active EE | $21,000 | $6,174+240.1% | $4,995+320.4% | $6,689+213.9% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |