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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 | $533,285 | $109,872+385.4% | $98,483+441.5% | $167,536+218.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 21.20% | 1959.31%-1938.1pp | 1494.38%-1473.2pp | 478.82%-457.6pp |
| Employer contribution / active EE | $1,367 | $3,225-57.6% | $2,961-53.8% | $4,839-71.8% |
| Participant deferral / active EE | $6,500 | $4,673+39.1% | $4,276+52.0% | $6,342+2.5% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |