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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 | $557,551 | $112,099+397.4% | $95,954+481.1% | $158,931+250.8% |
| Participation rate | 14.3% | 79.0%-64.7pp | 77.1%-62.8pp | 82.0%-67.7pp |
| Annual return | 47.38% | 171.12%-123.7pp | 91.62%-44.2pp | 302.86%-255.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |