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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 | $415,700 | $126,113+229.6% | $116,096+258.1% | $155,188+167.9% |
| Participation rate | 33.3% | 75.1%-41.8pp | 73.3%-40.0pp | 80.8%-47.5pp |
| Annual return | 9.20% | 391.72%-382.5pp | 326.25%-317.0pp | 148.84%-139.6pp |
| Employer contribution / active EE | $705 | $2,672-73.6% | $2,503-71.8% | $4,248-83.4% |
| Participant deferral / active EE | $4,000 | $4,162-3.9% | $3,952+1.2% | $6,531-38.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |