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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 | $742,724 | $68,097+990.7% | $62,929+1080.3% | $137,256+441.1% |
| Participation rate | 10.0% | 77.4%-67.4pp | 73.1%-63.1pp | 80.0%-70.0pp |
| Annual return | 18.27% | 1859.11%-1840.8pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |