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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 | $622,245 | $124,324+400.5% | $111,303+459.1% | $167,497+271.5% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 11.60% | 37.44%-25.8pp | 54.66%-43.1pp | 478.62%-467.0pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $10,620-100.0% | $7,965-100.0% | $12,310-100.0% |