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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 | $273,225 | $102,595+166.3% | $94,057+190.5% | $154,746+76.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 16.99% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $15,333 | $3,147+387.2% | $2,933+422.8% | $4,379+250.2% |
| Participant deferral / active EE | $15,637 | $5,118+205.5% | $4,709+232.0% | $6,730+132.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |