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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 | $490,746 | $106,247+361.9% | $96,515+408.5% | $139,466+251.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 15.86% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,217 | $4,106-46.0% | $3,740-40.7% | $4,754-53.4% |
| Participant deferral / active EE | $12,196 | $5,456+123.5% | $4,880+149.9% | $6,712+81.7% |
| Admin fee / account holder | $44 | $7,885-99.4% | $6,735-99.3% | $11,409-99.6% |