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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 | $646,929 | $104,116+521.4% | $71,089+810.0% | $135,380+377.9% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.6%-4.6pp | 82.6%-32.6pp |
| Annual return | 31.89% | 1256.51%-1224.6pp | 650.65%-618.8pp | 519.81%-487.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |