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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 | $111,535+165.2% | $105,223+181.1% | $137,256+115.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 22.31% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,872 | $3,939-27.1% | $3,689-22.1% | $4,156-30.9% |
| Participant deferral / active EE | $7,143 | $5,500+29.9% | $5,072+40.8% | $6,407+11.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |