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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 | $840,223 | $104,937+700.7% | $84,628+892.8% | $152,897+449.5% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.5%-62.5pp |
| Annual return | 86.31% | 373.88%-287.6pp | 258.80%-172.5pp | 345.43%-259.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |