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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 | $266,537 | $209,336+27.3% | $197,124+35.2% | $137,256+94.2% |
| Participation rate | 53.3% | 87.3%-34.0pp | 86.7%-33.4pp | 80.0%-26.6pp |
| Annual return | 15.62% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,132 | $9,614+26.2% | $9,135+32.8% | $6,407+89.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |