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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 | $319,437 | $175,257+82.3% | $149,717+113.4% | $139,456+129.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 29.59% | 166.70%-137.1pp | 134.41%-104.8pp | 373.45%-343.9pp |
| Employer contribution / active EE | $2,001 | $5,477-63.5% | $4,820-58.5% | $4,753-57.9% |
| Participant deferral / active EE | $5,682 | $6,521-12.9% | $5,6820% | $6,711-15.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |