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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 | $1,651,459 | $175,231+842.4% | $149,696+1003.2% | $139,466+1084.1% |
| Participation rate | 8.3% | 83.4%-75.1pp | 78.8%-70.4pp | 80.3%-72.0pp |
| Annual return | 27.05% | 166.77%-139.7pp | 134.46%-107.4pp | 373.66%-346.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |