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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 | $266,156 | $183,592+45.0% | $155,574+71.1% | $145,877+82.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.23% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,600 | $5,317-51.1% | $4,676-44.4% | $4,663-44.2% |
| Participant deferral / active EE | $11,136 | $6,466+72.2% | $5,629+97.8% | $6,691+66.4% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |