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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 | $1,721,994 | $107,368+1503.8% | $92,915+1753.3% | $152,909+1026.2% |
| Participation rate | 10.0% | 79.8%-69.8pp | 76.0%-66.0pp | 82.5%-72.5pp |
| Annual return | 15.52% | 145.64%-130.1pp | 109.45%-93.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |