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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 | $295,805 | $129,737+128.0% | $119,126+148.3% | $154,746+91.2% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 22.31% | 379.08%-356.8pp | 282.11%-259.8pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,872 | $4,375-34.4% | $4,034-28.8% | $4,379-34.4% |
| Participant deferral / active EE | $7,143 | $5,842+22.3% | $5,318+34.3% | $6,730+6.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |