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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 | $4,034,000 | $97,125+4053.4% | $86,233+4578.0% | $137,256+2839.0% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 64.96% | 74.19%-9.2pp | 61.39%+3.6pp | 220.34%-155.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |