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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 | $308,128 | $127,266+142.1% | $109,894+180.4% | $167,497+84.0% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.2%-57.6pp | 82.1%-65.4pp |
| Annual return | 29.32% | 22.97%+6.3pp | 29.46%-0.1pp | 478.62%-449.3pp |
| Employer contribution / active EE | $0 | $3,323-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,516-100.0% | $4,049-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,115-100.0% | $6,066-100.0% | $12,310-100.0% |