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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 | $545,459 | $118,708+359.5% | $98,920+451.4% | $158,966+243.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 76.0%-56.0pp | 82.0%-62.0pp |
| Annual return | 37.82% | 372.49%-334.7pp | 196.47%-158.7pp | 302.95%-265.1pp |
| Employer contribution / active EE | $2,193 | $3,334-34.2% | $2,689-18.4% | $4,762-53.9% |
| Participant deferral / active EE | $4,800 | $5,089-5.7% | $4,245+13.1% | $5,983-19.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |