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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 | $521,761 | $106,557+389.7% | $91,227+471.9% | $134,545+287.8% |
| Participation rate | 7.7% | 76.8%-69.1pp | 73.2%-65.5pp | 81.2%-73.5pp |
| Annual return | 4.03% | 160.81%-156.8pp | 114.14%-110.1pp | 418.37%-414.3pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |