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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 | $364,158 | $217,427+67.5% | $185,837+96.0% | $167,518+117.4% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 24.89% | 148.39%-123.5pp | 122.08%-97.2pp | 478.71%-453.8pp |
| Employer contribution / active EE | $2,091 | $5,874-64.4% | $5,168-59.5% | $4,838-56.8% |
| Participant deferral / active EE | $7,732 | $6,357+21.6% | $5,568+38.9% | $6,342+21.9% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |