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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 | $298,063 | $67,823+339.5% | $52,425+468.6% | $137,256+117.2% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 15.35% | 219.11%-203.8pp | 302.12%-286.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $314 | $1,163-73.0% | $914-65.6% | $4,156-92.4% |
| Participant deferral / active EE | $4,429 | $2,288+93.6% | $1,790+147.3% | $6,407-30.9% |
| Admin fee / account holder | $83 | $2,844-97.1% | $2,495-96.7% | $12,270-99.3% |