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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 | $251,089 | $202,342+24.1% | $172,752+45.3% | $152,897+64.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 15.58% | 1029.83%-1014.2pp | 802.97%-787.4pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,276 | $5,858-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $2,967 | $5,948-50.1% | $5,198-42.9% | $5,851-49.3% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |