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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 | $56,063+910.3% | $76,051+644.8% | $80,911+600.0% |
| Participation rate | 1.2% | 62.0%-60.8pp | 69.1%-67.9pp | 67.6%-66.4pp |
| Annual return | 22.93% | 20.54%+2.4pp | 360.42%-337.5pp | 35.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,240-100.0% | $6,416-100.0% | $6,935-100.0% |