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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 | $735,984 | $156,398+370.6% | $147,318+399.6% | $138,895+429.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.19% | 78.75%-61.6pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,606 | $4,853-66.9% | $4,593-65.0% | $4,194-61.7% |
| Participant deferral / active EE | $8,256 | $8,237+0.2% | $7,906+4.4% | $6,396+29.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |