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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 | $728,189 | $108,695+569.9% | $74,722+874.5% | $152,897+376.3% |
| Participation rate | 8.3% | 65.4%-57.0pp | 54.5%-46.1pp | 82.5%-74.1pp |
| Annual return | 10.33% | 114.11%-103.8pp | 753.11%-742.8pp | 345.43%-335.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |