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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 | $746,228 | $114,119+553.9% | $107,187+596.2% | $138,895+437.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 21.48% | 273.21%-251.7pp | 204.55%-183.1pp | 145.39%-123.9pp |
| Employer contribution / active EE | $3,550 | $4,059-12.5% | $3,782-6.1% | $4,194-15.4% |
| Participant deferral / active EE | $15,333 | $5,538+176.9% | $5,096+200.9% | $6,396+139.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |