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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 | $1,459,444 | $172,111+748.0% | $150,298+871.0% | $137,256+963.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 31.72% | 69.37%-37.7pp | 62.79%-31.1pp | 220.34%-188.6pp |
| Employer contribution / active EE | $1,890 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $221 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |