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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 | $274,543 | $157,296+74.5% | $141,191+94.4% | $152,897+79.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 26.24% | 64.34%-38.1pp | 71.41%-45.2pp | 345.43%-319.2pp |
| Employer contribution / active EE | $1,388 | $5,262-73.6% | $4,736-70.7% | $4,764-70.9% |
| Participant deferral / active EE | $8,446 | $7,111+18.8% | $6,710+25.9% | $5,851+44.3% |
| Admin fee / account holder | $120 | $12,125-99.0% | $10,264-98.8% | $11,599-99.0% |