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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 | $322,855 | $156,398+106.4% | $147,318+119.2% | $138,895+132.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.41% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,999 | $4,853-58.8% | $4,593-56.5% | $4,194-52.3% |
| Participant deferral / active EE | $9,150 | $8,237+11.1% | $7,906+15.7% | $6,396+43.1% |
| Admin fee / account holder | $15 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |