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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 | $300,884 | $171,492+75.5% | $150,734+99.6% | $198,609+51.5% |
| Participation rate | 33.3% | 81.4%-48.1pp | 78.4%-45.1pp | 82.4%-49.0pp |
| Annual return | 15.42% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $84 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |