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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 | $911,761 | $171,867+430.5% | $149,721+509.0% | $147,586+517.8% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 17.72% | 2113.36%-2095.6pp | 1501.67%-1484.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $4,986 | $6,275-20.5% | $5,444-8.4% | $4,876+2.3% |
| Participant deferral / active EE | $8,131 | $7,270+11.8% | $6,568+23.8% | $5,439+49.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |