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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 | $759,491 | $155,555+388.2% | $146,866+417.1% | $155,188+389.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 21.18% | 115.41%-94.2pp | 102.85%-81.7pp | 148.84%-127.7pp |
| Employer contribution / active EE | $26,000 | $4,647+459.5% | $4,425+487.6% | $4,248+512.1% |
| Participant deferral / active EE | $15,667 | $8,044+94.8% | $7,759+101.9% | $6,531+139.9% |
| Admin fee / account holder | $5 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |