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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 | $275,489 | $111,878+146.2% | $93,727+193.9% | $145,897+88.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.05% | 204.28%-191.2pp | 133.83%-120.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,195 | $3,092+3.3% | $2,421+31.9% | $4,663-31.5% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,689+52.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |