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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 | $264,205 | $111,830+136.3% | $93,696+182.0% | $145,884+81.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 18.83% | 204.08%-185.2pp | 133.74%-114.9pp | 551.85%-533.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,444 | $4,920+71.6% | $4,417+91.2% | $6,690+26.2% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |