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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 | $174,379+47.7% | $152,093+69.4% | $138,895+85.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.87% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $31,487 | $4,652+576.9% | $4,175+654.2% | $4,194+650.7% |
| Participant deferral / active EE | $18,167 | $6,159+195.0% | $5,451+233.2% | $6,396+184.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |