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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 | $376,285 | $118,496+217.6% | $98,461+282.2% | $139,466+169.8% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 55.60% | 18.96%+36.6pp | 21.17%+34.4pp | 373.66%-318.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |