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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 | $1,375,364 | $77,638+1671.5% | $156,551+778.5% | $62,881+2087.3% |
| Participation rate | 1.2% | 71.2%-70.0pp | 84.0%-82.8pp | 69.3%-68.1pp |
| Annual return | 36.25% | 50.33%-14.1pp | 32.23%+4.0pp | 20.14%+16.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |