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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 | $3,830,009 | $77,814+4822.0% | $158,223+2320.6% | $86,983+4303.2% |
| Participation rate | 2.2% | 68.4%-66.2pp | 79.2%-77.0pp | 69.5%-67.3pp |
| Annual return | 14.46% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |