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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 | $96,123+672.7% | $77,361+860.1% | $198,609+274.0% |
| Participation rate | 10.0% | 81.1%-71.1pp | 75.0%-65.0pp | 82.4%-72.4pp |
| Annual return | 18.27% | 2054.81%-2036.5pp | 1011.54%-993.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |