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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 | $701,939 | $110,551+534.9% | $80,741+769.4% | $167,518+319.0% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 150.03% | 120.57%+29.5pp | 87.30%+62.7pp | 478.71%-328.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |