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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 | $733,267 | $76,522+858.2% | $56,033+1208.6% | $145,884+402.6% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 7.77% | 3014.28%-3006.5pp | 1711.38%-1703.6pp | 551.85%-544.1pp |
| Employer contribution / active EE | $571 | $1,382-58.7% | $1,041-45.1% | $4,662-87.7% |
| Participant deferral / active EE | $7,325 | $2,624+179.1% | $1,954+274.9% | $6,690+9.5% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |