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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 | $766,900 | $107,015+616.6% | $73,545+942.8% | $147,585+419.6% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 124.86% | 38.25%+86.6pp | -15.16%+140.0pp | 578.57%-453.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |