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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 | $500,190 | $209,425+138.8% | $178,499+180.2% | $158,966+214.7% |
| Participation rate | 14.3% | 86.4%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 113.54% | 188.80%-75.3pp | 151.10%-37.6pp | 302.95%-189.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50 | $17,078-99.7% | $13,986-99.6% | $11,250-99.6% |