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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 | $427,031 | $100,938+323.1% | $90,461+372.1% | $158,982+168.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 28.43% | 1727.20%-1698.8pp | 1294.76%-1266.3pp | 302.99%-274.6pp |
| Employer contribution / active EE | $1,398 | $3,691-62.1% | $3,264-57.2% | $4,763-70.7% |
| Participant deferral / active EE | $6,240 | $4,350+43.5% | $3,964+57.4% | $5,983+4.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |