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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 | $257,777 | $183,539+40.4% | $155,556+65.7% | $145,897+76.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.91% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $4,580 | $5,315-13.8% | $4,675-2.1% | $4,663-1.8% |
| Participant deferral / active EE | $3,428 | $6,467-47.0% | $5,631-39.1% | $6,689-48.8% |
| Admin fee / account holder | $66 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |