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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 | $477,193 | $275,752+73.1% | $256,809+85.8% | $198,609+140.3% |
| Participation rate | 22.2% | 89.2%-66.9pp | 88.5%-66.3pp | 82.4%-60.2pp |
| Annual return | 17.40% | 34.81%-17.4pp | 32.73%-15.3pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |