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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 | $635,198 | $156,398+306.1% | $147,318+331.2% | $138,895+357.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.36% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $5,145 | $4,853+6.0% | $4,593+12.0% | $4,194+22.7% |
| Participant deferral / active EE | $16,842 | $8,237+104.5% | $7,906+113.0% | $6,396+163.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |