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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 | $598,703 | $88,585+575.9% | $69,884+756.7% | $134,532+345.0% |
| Participation rate | 20.0% | 74.9%-54.9pp | 70.5%-50.5pp | 81.2%-61.2pp |
| Annual return | 10.42% | 442.80%-432.4pp | 190.81%-180.4pp | 418.27%-407.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |