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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 | $274,260 | $180,466+52.0% | $154,114+78.0% | $135,382+102.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -8.02% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $2,454 | $6,035-59.3% | $5,298-53.7% | $4,779-48.6% |
| Participant deferral / active EE | $10,524 | $5,806+81.3% | $5,081+107.1% | $5,609+87.6% |
| Admin fee / account holder | $51 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |