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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 | $283,348 | $111,814+153.4% | $103,378+174.1% | $145,978+94.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 34.32% | 24.80%+9.5pp | 24.91%+9.4pp | 550.52%-516.2pp |
| Employer contribution / active EE | $1,404 | $4,215-66.7% | $3,870-63.7% | $4,662-69.9% |
| Participant deferral / active EE | $3,983 | $5,618-29.1% | $5,058-21.3% | $6,690-40.5% |
| Admin fee / account holder | $76 | $9,764-99.2% | $8,401-99.1% | $13,400-99.4% |