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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 | $983,719 | $103,392+851.4% | $87,104+1029.4% | $152,897+543.4% |
| Participation rate | 5.0% | 79.4%-74.4pp | 76.9%-71.9pp | 82.5%-77.5pp |
| Annual return | 161.70% | 28.10%+133.6pp | 28.19%+133.5pp | 345.43%-183.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |