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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 | $256,040 | $755,339-66.1% | $379,746-32.6% | $158,982+61.0% |
| Participation rate | 40.0% | 81.8%-41.8pp | 78.4%-38.4pp | 82.0%-42.0pp |
| Annual return | 68.10% | 53.41%+14.7pp | 34.90%+33.2pp | 302.99%-234.9pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $14,482-99.9% | $7,927-99.8% | $11,252-99.9% |