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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 | $532,635 | $175,231+204.0% | $149,696+255.8% | $139,466+281.9% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.24% | 166.77%-147.5pp | 134.46%-115.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $19,810 | $5,478+261.6% | $4,821+310.9% | $4,754+316.7% |
| Participant deferral / active EE | $11,519 | $6,521+76.6% | $5,682+102.7% | $6,712+71.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |