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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 | $556,442 | $138,102+302.9% | $125,381+343.8% | $134,532+313.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -14.40% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $6,565 | $5,245+25.2% | $4,815+36.3% | $4,741+38.5% |
| Participant deferral / active EE | $10,888 | $7,801+39.6% | $7,448+46.2% | $6,401+70.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |