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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 | $460,324 | $160,028+187.7% | $147,080+213.0% | $145,884+215.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.49% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $22,250 | $5,286+320.9% | $4,933+351.0% | $4,662+377.2% |
| Participant deferral / active EE | $14,500 | $8,422+72.2% | $8,066+79.8% | $6,690+116.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |