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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 | $1,907,941 | $110,093+1633.0% | $97,295+1861.0% | $145,897+1207.7% |
| Participation rate | 11.1% | 75.9%-64.8pp | 72.7%-61.5pp | 80.3%-69.2pp |
| Annual return | 122.61% | 244.76%-122.2pp | 75.62%+47.0pp | 552.29%-429.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |