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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 | $129,737+475.2% | $119,126+526.4% | $154,746+382.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 21.48% | 379.08%-357.6pp | 282.11%-260.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $3,550 | $4,375-18.9% | $4,034-12.0% | $4,379-18.9% |
| Participant deferral / active EE | $15,333 | $5,842+162.5% | $5,318+188.3% | $6,730+127.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |