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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 | $893,845 | $104,953+751.7% | $84,637+956.1% | $152,909+484.6% |
| Participation rate | 6.7% | 74.8%-68.2pp | 68.2%-61.6pp | 82.5%-75.8pp |
| Annual return | 13.54% | 373.94%-360.4pp | 258.82%-245.3pp | 345.46%-331.9pp |
| Employer contribution / active EE | $1,618 | $3,304-51.0% | $2,653-39.0% | $4,764-66.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44 | $6,244-99.3% | $4,914-99.1% | $11,601-99.6% |