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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 | $516,776 | $88,996+480.7% | $78,004+562.5% | $138,895+272.1% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 18.17% | 28.03%-9.9pp | 31.07%-12.9pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |