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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 | $590,221 | $176,688+234.0% | $130,660+351.7% | $152,909+286.0% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.5%-57.5pp |
| Annual return | 22.17% | 2693.08%-2670.9pp | 1709.29%-1687.1pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |