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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 | $325,109 | $180,462+80.2% | $154,111+111.0% | $135,379+140.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.30% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $8,831 | $6,036+46.3% | $5,298+66.7% | $4,779+84.8% |
| Participant deferral / active EE | $3,745 | $5,806-35.5% | $5,081-26.3% | $5,609-33.2% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |