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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 | $265,142 | $101,063+162.4% | $81,473+225.4% | $147,586+79.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 91.59% | 32.41%+59.2pp | 38.78%+52.8pp | 578.59%-487.0pp |
| Employer contribution / active EE | $468 | $3,206-85.4% | $2,568-81.8% | $4,876-90.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $56 | $5,812-99.0% | $4,561-98.8% | $10,886-99.5% |