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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 | $6,143,917 | $88,815+6817.7% | $81,882+7403.4% | $145,897+4111.1% |
| Participation rate | 5.6% | 75.1%-69.5pp | 72.4%-66.8pp | 80.3%-74.8pp |
| Annual return | 24.03% | 1033.75%-1009.7pp | 779.47%-755.4pp | 552.29%-528.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |