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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 | $360,000 | $67,352+434.5% | $60,899+491.1% | $134,509+167.6% |
| Participation rate | 5.6% | 76.2%-70.6pp | 73.1%-67.6pp | 81.2%-75.7pp |
| Annual return | 20.00% | 49.99%-30.0pp | 16.92%+3.1pp | 418.13%-398.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |