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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 | $533,218 | $125,778+323.9% | $114,563+365.4% | $154,746+244.6% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.9%-52.9pp | 80.7%-60.7pp |
| Annual return | 35.02% | 295.14%-260.1pp | 241.09%-206.1pp | 172.34%-137.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |