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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 | $75,541+4970.1% | $152,093+2418.2% | $82,637+4534.7% |
| Participation rate | 2.2% | 66.5%-64.3pp | 77.8%-75.6pp | 68.1%-65.9pp |
| Annual return | 14.46% | 32.56%-18.1pp | 66.36%-51.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |