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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 | $1,318,089 | $81,668+1514.0% | $58,507+2152.9% | $139,487+845.0% |
| Participation rate | 5.0% | 61.3%-56.3pp | 50.9%-45.9pp | 80.3%-75.3pp |
| Annual return | 18.21% | 7430.07%-7411.9pp | 4252.32%-4234.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |