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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 | $257,634 | $181,062+42.3% | $158,223+62.8% | $155,188+66.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 16.87% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $31,487 | $4,565+589.8% | $4,109+666.3% | $4,248+641.2% |
| Participant deferral / active EE | $18,167 | $6,134+196.1% | $5,467+232.3% | $6,531+178.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |