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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 | $1,215,168 | $91,167+1232.9% | $178,498+580.8% | $79,858+1421.7% |
| Participation rate | 3.7% | 69.2%-65.5pp | 81.9%-78.2pp | 69.6%-65.9pp |
| Annual return | 10.30% | 24.19%-13.9pp | 151.09%-140.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |