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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 | $658,905 | $114,013+477.9% | $103,693+535.4% | $155,188+324.6% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 80.8%-70.8pp |
| Annual return | 7.95% | 49.31%-41.4pp | 47.61%-39.7pp | 148.84%-140.9pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |