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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 | $257,372 | $183,627+40.2% | $155,602+65.4% | $145,978+76.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 21.48% | 61.32%-39.8pp | 64.81%-43.3pp | 550.52%-529.0pp |
| Employer contribution / active EE | $1,900 | $5,316-64.3% | $4,675-59.4% | $4,662-59.2% |
| Participant deferral / active EE | $4,267 | $6,466-34.0% | $5,629-24.2% | $6,690-36.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |