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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 | $536,256 | $103,008+420.6% | $90,304+493.8% | $152,897+250.7% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.5%-53.9pp |
| Annual return | 15.62% | 95.22%-79.6pp | 78.13%-62.5pp | 345.43%-329.8pp |
| Employer contribution / active EE | $377 | $3,139-88.0% | $2,855-86.8% | $4,764-92.1% |
| Participant deferral / active EE | $6,857 | $4,281+60.2% | $3,885+76.5% | $5,851+17.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |