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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 | $839,076 | $72,465+1057.9% | $67,575+1141.7% | $145,884+475.2% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.5pp | 80.3%-34.8pp |
| Annual return | 15.08% | 7222.56%-7207.5pp | 3528.98%-3513.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,833 | $4,786+1.0% | $4,003+20.7% | $6,690-27.7% |
| Admin fee / account holder | $40 | $5,515-99.3% | $3,993-99.0% | $13,392-99.7% |