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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 | $1,012,980 | $109,904+821.7% | $97,167+942.5% | $145,959+594.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 27.18% | 243.43%-216.2pp | 75.27%-48.1pp | 561.95%-534.8pp |
| Employer contribution / active EE | $6,543 | $3,084+112.1% | $2,729+139.8% | $4,661+40.4% |
| Participant deferral / active EE | $13,550 | $4,676+189.8% | $4,264+217.8% | $6,689+102.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |