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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 | $566,399 | $55,902+913.2% | $76,030+645.0% | $80,959+599.6% |
| Participation rate | 1.2% | 62.1%-60.9pp | 69.1%-67.9pp | 67.7%-66.5pp |
| Annual return | 22.93% | 20.59%+2.3pp | 361.54%-338.6pp | 35.67%-12.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |