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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 | $529,229 | $217,427+143.4% | $185,837+184.8% | $167,518+215.9% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.18% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $4,364 | $5,874-25.7% | $5,168-15.6% | $4,838-9.8% |
| Participant deferral / active EE | $18,333 | $6,357+188.4% | $5,568+229.2% | $6,342+189.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |