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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 | $1,575,427 | $90,489+1641.0% | $76,051+1971.5% | $145,978+979.2% |
| Participation rate | 8.3% | 74.5%-66.2pp | 69.1%-60.7pp | 80.3%-72.0pp |
| Annual return | 170.39% | 622.78%-452.4pp | 360.42%-190.0pp | 550.52%-380.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |