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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 | $367,126 | $123,000+198.5% | $105,582+247.7% | $198,609+84.8% |
| Participation rate | 0.0% | 76.8%-76.8pp | 71.8%-71.8pp | 82.4%-82.4pp |
| Annual return | 14.81% | 18.31%-3.5pp | 18.61%-3.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,097 | $3,582-41.5% | $2,984-29.7% | $5,055-58.5% |
| Participant deferral / active EE | $7,563 | $5,013+50.9% | $4,353+73.7% | $6,977+8.4% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |