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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 | $94,439+809.1% | $73,658+1065.6% | $154,746+454.8% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 30.61% | 28.25%+2.4pp | 29.72%+0.9pp | 172.34%-141.7pp |
| Employer contribution / active EE | $667 | $1,257-47.0% | $1,032-35.4% | $4,379-84.8% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |