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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 | $378,068 | $175,259+115.7% | $149,723+152.5% | $139,487+171.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 17.07% | 166.82%-149.8pp | 134.50%-117.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,366 | $5,478-75.1% | $4,821-71.7% | $4,755-71.3% |
| Participant deferral / active EE | $7,533 | $6,522+15.5% | $5,682+32.6% | $6,713+12.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |