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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 | $2,225,462 | $110,337+1917.0% | $102,383+2073.7% | $145,877+1425.6% |
| Participation rate | 6.7% | 77.9%-71.3pp | 74.5%-67.8pp | 80.3%-73.6pp |
| Annual return | 14.41% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |