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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 | $335,650 | $176,794+89.9% | $146,647+128.9% | $167,553+100.3% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 11.24% | 24.04%-12.8pp | 22.75%-11.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $2,044 | $5,161-60.4% | $4,137-50.6% | $4,840-57.8% |
| Participant deferral / active EE | $6,223 | $6,440-3.4% | $5,506+13.0% | $6,343-1.9% |
| Admin fee / account holder | $38 | $13,262-99.7% | $10,281-99.6% | $12,316-99.7% |