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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 | $2,415,503 | $65,440+3591.2% | $98,506+2352.1% | $85,851+2713.6% |
| Participation rate | 3.2% | 65.0%-61.8pp | 73.3%-70.1pp | 69.3%-66.1pp |
| Annual return | 424.00% | 21.75%+402.2pp | 1494.92%-1070.9pp | 318.63%+105.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |