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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 | $671,009 | $104,650+541.2% | $83,854+700.2% | $155,188+332.4% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.1%-34.1pp | 80.8%-55.8pp |
| Annual return | 176.28% | 28.97%+147.3pp | 31.39%+144.9pp | 148.84%+27.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |