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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 | $462,619 | $106,548+334.2% | $91,219+407.2% | $134,493+244.0% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.2%-56.5pp | 81.2%-64.6pp |
| Annual return | 50.14% | 160.69%-110.5pp | 114.06%-63.9pp | 418.01%-367.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,233-100.0% | $5,421-100.0% | $11,425-100.0% |