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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 | $858,542 | $174,018+393.4% | $136,833+527.4% | $198,609+332.3% |
| Participation rate | 66.7% | 65.1%+1.5pp | 59.0%+7.6pp | 82.4%-15.7pp |
| Annual return | 30.61% | 35.16%-4.6pp | 35.32%-4.7pp | 202.70%-172.1pp |
| Employer contribution / active EE | $667 | $1,571-57.6% | $1,319-49.4% | $5,055-86.8% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |