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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 | $300,520 | $157,276+91.1% | $141,177+112.9% | $152,885+96.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.17% | 64.33%-41.2pp | 71.40%-48.2pp | 345.39%-322.2pp |
| Employer contribution / active EE | $4,081 | $5,262-22.4% | $4,736-13.8% | $4,763-14.3% |
| Participant deferral / active EE | $11,171 | $7,110+57.1% | $6,710+66.5% | $5,851+90.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |