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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 | $260,133 | $160,070+62.5% | $147,117+76.8% | $145,897+78.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.33% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $12,495 | $5,285+136.4% | $4,932+153.3% | $4,663+168.0% |
| Participant deferral / active EE | $7,533 | $8,419-10.5% | $8,065-6.6% | $6,689+12.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |