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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 | $765,350 | $104,544+632.1% | $76,657+898.4% | $152,897+400.6% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.8pp | 82.5%-49.1pp |
| Annual return | 95.34% | 1014.36%-919.0pp | 1166.74%-1071.4pp | 345.43%-250.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |