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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 | $305,649 | $176,120+73.5% | $159,487+91.6% | $167,553+82.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 40.68% | 331.95%-291.3pp | 263.71%-223.0pp | 478.89%-438.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,933 | $7,752+28.1% | $7,354+35.1% | $6,343+56.6% |
| Admin fee / account holder | $50 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |