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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 | $345,313 | $115,225+199.7% | $100,712+242.9% | $138,895+148.6% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 21.73% | 40.35%-18.6pp | 33.27%-11.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,896 | $4,699+68.0% | $4,085+93.3% | $6,396+23.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |