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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 | $364,567 | $198,461+83.7% | $170,436+113.9% | $147,585+147.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.82% | 257.30%-246.5pp | 205.94%-195.1pp | 578.57%-567.7pp |
| Employer contribution / active EE | $1,890 | $6,184-69.4% | $5,433-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $5,712 | $5,629+1.5% | $4,939+15.6% | $5,439+5.0% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |