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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 | $475,429 | $108,701+337.4% | $74,723+536.3% | $152,909+210.9% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 65.08% | 114.12%-49.0pp | 753.18%-688.1pp | 345.46%-280.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |