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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 | $563,839 | $58,258+867.8% | $81,820+589.1% | $80,925+596.7% |
| Participation rate | 20.6% | 63.5%-42.8pp | 72.4%-51.7pp | 67.7%-47.0pp |
| Annual return | 203.22% | 41.76%+161.5pp | 777.93%-574.7pp | 35.65%+167.6pp |
| Employer contribution / active EE | $424 | $2,345-81.9% | $2,915-85.5% | $2,756-84.6% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $33 | $4,976-99.3% | $7,391-99.6% | $6,940-99.5% |