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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 | $855,015 | $118,869+619.3% | $96,575+785.3% | $167,518+410.4% |
| Participation rate | 7.7% | 75.5%-67.8pp | 69.8%-62.1pp | 82.1%-74.4pp |
| Annual return | 23.33% | 50.49%-27.2pp | 37.79%-14.5pp | 478.71%-455.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |