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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 | $264,717 | $106,005+149.7% | $92,239+187.0% | $147,585+79.4% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 14.78% | 50.05%-35.3pp | 176.29%-161.5pp | 578.58%-563.8pp |
| Employer contribution / active EE | $2,759 | $4,333-36.3% | $3,680-25.0% | $4,876-43.4% |
| Participant deferral / active EE | $9,865 | $4,478+120.3% | $3,897+153.1% | $5,439+81.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |