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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 | $1,294,745 | $85,171+1420.2% | $172,753+649.5% | $72,976+1674.2% |
| Participation rate | 1.8% | 70.1%-68.3pp | 82.6%-80.9pp | 69.5%-67.7pp |
| Annual return | 354.18% | 27.32%+326.9pp | 803.00%-448.8pp | 81.02%+273.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |