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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 | $410,309 | $127,266+222.4% | $109,894+273.4% | $167,497+145.0% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.2%-54.2pp | 82.1%-62.1pp |
| Annual return | 86.35% | 22.97%+63.4pp | 29.46%+56.9pp | 478.62%-392.3pp |
| Employer contribution / active EE | $0 | $3,323-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,516-100.0% | $4,049-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,115-100.0% | $6,066-100.0% | $12,310-100.0% |