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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 | $1,126,338 | $90,486+1144.8% | $78,676+1331.6% | $273,972+311.1% |
| Participation rate | 6.7% | 76.5%-69.9pp | 73.6%-66.9pp | 83.0%-76.3pp |
| Annual return | 40.78% | 75.62%-34.8pp | 62.19%-21.4pp | 41.46%-0.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |