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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 | $304,402 | $121,656+150.2% | $104,614+191.0% | $158,950+91.5% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 14.01% | 465.51%-451.5pp | 340.56%-326.5pp | 302.91%-288.9pp |
| Employer contribution / active EE | $923 | $3,164-70.8% | $2,681-65.6% | $4,762-80.6% |
| Participant deferral / active EE | $5,448 | $4,177+30.4% | $3,739+45.7% | $5,983-8.9% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |