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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 | $268,754 | $100,970+166.2% | $96,576+178.3% | $137,256+95.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 16.41% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,385 | $3,809-37.4% | $3,553-32.9% | $4,156-42.6% |
| Participant deferral / active EE | $17,924 | $8,286+116.3% | $7,956+125.3% | $6,407+179.8% |
| Admin fee / account holder | $15 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |