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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 | $372,132 | $111,814+232.8% | $103,374+260.0% | $145,959+155.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 32.27% | 24.77%+7.5pp | 24.89%+7.4pp | 561.95%-529.7pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,869-63.6% | $4,661-69.8% |
| Participant deferral / active EE | $5,122 | $5,618-8.8% | $5,058+1.3% | $6,689-23.4% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |