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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 | $134,817+119.4% | $123,973+138.6% | $155,188+90.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 22.31% | 515.49%-493.2pp | 388.13%-365.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $2,872 | $4,425-35.1% | $4,126-30.4% | $4,248-32.4% |
| Participant deferral / active EE | $7,143 | $5,706+25.2% | $5,247+36.1% | $6,531+9.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |