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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 | $729,652 | $210,991+245.8% | $153,741+374.6% | $145,897+400.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.55% | 13.46%-2.9pp | 15.71%-5.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,057 | $6,057-49.5% | $5,042-39.4% | $4,663-34.4% |
| Participant deferral / active EE | $15,000 | $7,979+88.0% | $6,757+122.0% | $6,689+124.2% |
| Admin fee / account holder | $20 | $19,490-99.9% | $12,749-99.8% | $13,390-99.9% |