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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 | $1,786,289 | $84,696+2009.1% | $75,702+2259.6% | $167,497+966.5% |
| Participation rate | 7.7% | 77.8%-70.1pp | 74.8%-67.1pp | 82.1%-74.4pp |
| Annual return | 112.48% | 199.42%-86.9pp | 104.56%+7.9pp | 478.62%-366.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,822-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $5,356-100.0% | $3,619-100.0% | $12,310-100.0% |