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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 | $540,742 | $176,105+207.1% | $159,474+239.1% | $167,536+222.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.92% | 331.91%-321.0pp | 263.68%-252.8pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,936 | $5,299-44.6% | $4,831-39.2% | $4,839-39.3% |
| Participant deferral / active EE | $21,880 | $7,751+182.3% | $7,353+197.6% | $6,342+245.0% |
| Admin fee / account holder | $4 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |