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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 | $270,935 | $183,627+47.5% | $155,602+74.1% | $145,978+85.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.83% | 61.32%-52.5pp | 64.81%-56.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,903 | $5,316-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $4,791 | $6,466-25.9% | $5,629-14.9% | $6,690-28.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |