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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 | $317,685 | $111,814+184.1% | $93,654+239.2% | $145,959+117.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.39% | 203.30%-190.9pp | 133.34%-121.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,345 | $3,092-56.5% | $2,421-44.5% | $4,661-71.1% |
| Participant deferral / active EE | $2,665 | $4,914-45.8% | $4,413-39.6% | $6,689-60.2% |
| Admin fee / account holder | $70 | $10,246-99.3% | $8,282-99.2% | $13,398-99.5% |