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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 | $267,855 | $112,729+137.6% | $98,716+171.3% | $137,256+95.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.49% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,500 | $2,725-8.3% | $2,279+9.7% | $4,156-39.8% |
| Participant deferral / active EE | $11,750 | $4,640+153.2% | $4,048+190.3% | $6,407+83.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |