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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 | $532,318 | $209,428+154.2% | $178,498+198.2% | $158,950+234.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.28% | 188.78%-163.5pp | 151.09%-125.8pp | 302.91%-277.6pp |
| Employer contribution / active EE | $2,550 | $5,707-55.3% | $5,011-49.1% | $4,762-46.5% |
| Participant deferral / active EE | $7,690 | $5,955+29.1% | $5,202+47.8% | $5,983+28.5% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |