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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 | $320,612 | $103,038+211.2% | $90,324+255.0% | $152,909+109.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 27.97% | 95.25%-67.3pp | 78.15%-50.2pp | 345.46%-317.5pp |
| Employer contribution / active EE | $1,560 | $3,141-50.3% | $2,856-45.4% | $4,764-67.3% |
| Participant deferral / active EE | $6,240 | $4,282+45.7% | $3,885+60.6% | $5,851+6.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |