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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 | $624,000 | $217,392+187.0% | $185,818+235.8% | $167,497+272.5% |
| Participation rate | 6.3% | 86.0%-79.8pp | 81.7%-75.5pp | 82.1%-75.9pp |
| Annual return | 28.62% | 148.37%-119.8pp | 122.06%-93.4pp | 478.62%-450.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |