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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 | $478,385 | $156,927+204.8% | $121,169+294.8% | $139,456+243.0% |
| Participation rate | 14.3% | 76.4%-62.2pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | 132.74% | 1475.85%-1343.1pp | 986.71%-854.0pp | 373.45%-240.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |