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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 | $930,939 | $88,815+948.2% | $81,882+1036.9% | $145,897+538.1% |
| Participation rate | 9.1% | 75.1%-66.0pp | 72.4%-63.3pp | 80.3%-71.2pp |
| Annual return | 18.72% | 1033.75%-1015.0pp | 779.47%-760.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |