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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 | $491,657 | $111,830+339.6% | $93,696+424.7% | $145,884+237.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 58.53% | 204.08%-145.5pp | 133.74%-75.2pp | 551.85%-493.3pp |
| Employer contribution / active EE | $2,075 | $3,093-32.9% | $2,422-14.3% | $4,662-55.5% |
| Participant deferral / active EE | $7,625 | $4,920+55.0% | $4,417+72.6% | $6,690+14.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |