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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 | $504,543 | $215,361+134.3% | $171,082+194.9% | $273,972+84.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 13.85% | 25.14%-11.3pp | 32.56%-18.7pp | 41.46%-27.6pp |
| Employer contribution / active EE | $1,000 | $4,967-79.9% | $4,002-75.0% | $4,869-79.5% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |