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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 | $832,566 | $93,098+794.3% | $77,081+980.1% | $134,509+519.0% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | 66.89% | 62.63%+4.3pp | 42.33%+24.6pp | 418.13%-351.2pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |