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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 | $451,645 | $202,342+123.2% | $172,752+161.4% | $152,897+195.4% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 36.58% | 1029.83%-993.2pp | 802.97%-766.4pp | 345.43%-308.9pp |
| Employer contribution / active EE | $12,520 | $5,858+113.7% | $5,144+143.4% | $4,764+162.8% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,851-7.2% |
| Admin fee / account holder | $133 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |