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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 | $1,860,922 | $172,111+981.2% | $150,298+1138.2% | $137,256+1255.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.05% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,000 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $6,933 | $6,166+12.4% | $5,453+27.2% | $6,407+8.2% |
| Admin fee / account holder | $294 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |