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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 | $534,493 | $101,618+426.0% | $93,063+474.3% | $137,256+289.4% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 14.23% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $955 | $2,707-64.7% | $2,476-61.4% | $4,156-77.0% |
| Participant deferral / active EE | $5,744 | $4,279+34.2% | $3,958+45.1% | $6,407-10.3% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |