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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 | $626,895 | $232,540+169.6% | $185,117+238.6% | $147,586+324.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 20.09% | 43.03%-22.9pp | 40.50%-20.4pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,500 | $5,195-71.1% | $4,182-64.1% | $4,876-69.2% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |