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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 | $384,980 | $162,781+136.5% | $133,956+187.4% | $158,931+142.2% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 12.46% | 41.94%-29.5pp | 45.09%-32.6pp | 302.86%-290.4pp |
| Employer contribution / active EE | $2,216 | $4,975-55.5% | $3,919-43.4% | $4,761-53.5% |
| Participant deferral / active EE | $5,599 | $5,911-5.3% | $5,048+10.9% | $5,982-6.4% |
| Admin fee / account holder | $33 | $11,736-99.7% | $8,927-99.6% | $11,247-99.7% |