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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 | $171,492+335.1% | $150,734+395.1% | $198,609+275.7% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 21.48% | 804.70%-783.2pp | 600.81%-579.3pp | 202.70%-181.2pp |
| Employer contribution / active EE | $3,550 | $5,470-35.1% | $4,918-27.8% | $5,055-29.8% |
| Participant deferral / active EE | $15,333 | $6,259+145.0% | $5,610+173.3% | $6,977+119.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |