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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 | $459,835 | $165,361+178.1% | $149,715+207.1% | $158,950+189.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 12.27% | 348.24%-336.0pp | 276.66%-264.4pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,782 | $5,103-65.1% | $4,645-61.6% | $4,762-62.6% |
| Participant deferral / active EE | $8,063 | $7,182+12.3% | $6,842+17.8% | $5,983+34.8% |
| Admin fee / account holder | $26 | $10,808-99.8% | $9,310-99.7% | $11,248-99.8% |