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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 | $687,796 | $88,754+674.9% | $81,820+740.6% | $145,877+371.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.57% | 1031.77%-1009.2pp | 777.93%-755.4pp | 551.28%-528.7pp |
| Employer contribution / active EE | $910 | $3,085-70.5% | $2,915-68.8% | $4,663-80.5% |
| Participant deferral / active EE | $3,640 | $4,648-21.7% | $4,323-15.8% | $6,691-45.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |