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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 | $893,327 | $88,754+906.5% | $81,820+991.8% | $145,877+512.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 51.77% | 1031.77%-980.0pp | 777.93%-726.2pp | 551.28%-499.5pp |
| Employer contribution / active EE | $1,561 | $3,085-49.4% | $2,915-46.4% | $4,663-66.5% |
| Participant deferral / active EE | $3,799 | $4,648-18.3% | $4,323-12.1% | $6,691-43.2% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |