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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 | $701,315 | $109,863+538.4% | $98,477+612.2% | $167,518+318.7% |
| Participation rate | 12.5% | 75.8%-63.3pp | 73.3%-60.8pp | 82.1%-69.6pp |
| Annual return | 20.03% | 1958.09%-1938.1pp | 1493.59%-1473.6pp | 478.71%-458.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |