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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 | $2,682,467 | $73,839+3532.9% | $143,788+1765.6% | $68,495+3816.3% |
| Participation rate | 2.2% | 66.7%-64.5pp | 80.3%-78.1pp | 67.9%-65.7pp |
| Annual return | 11.13% | 1.01%+10.1pp | -0.03%+11.2pp | -7.84%+19.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |