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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 | $318,377 | $212,386+49.9% | $199,883+59.3% | $138,895+129.2% |
| Participation rate | 45.8% | 87.4%-41.5pp | 86.8%-40.9pp | 79.9%-34.1pp |
| Annual return | 11.63% | 47.75%-36.1pp | 43.81%-32.2pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,050 | $9,617-37.1% | $9,138-33.8% | $6,396-5.4% |
| Admin fee / account holder | $27 | $18,233-99.9% | $17,268-99.8% | $12,562-99.8% |