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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 | $1,295,609 | $97,729+1225.7% | $83,830+1445.5% | $135,379+857.0% |
| Participation rate | 12.5% | 80.0%-67.5pp | 76.1%-63.6pp | 82.6%-70.1pp |
| Annual return | 2.85% | 1287.52%-1284.7pp | 850.97%-848.1pp | 519.79%-516.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |