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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 | $9,471,173 | $65,034+14463.4% | $90,970+10311.4% | $79,856+11760.3% |
| Participation rate | 2.7% | 61.6%-58.9pp | 69.0%-66.3pp | 69.6%-66.9pp |
| Annual return | 62.76% | 30.45%+32.3pp | 134.60%-71.8pp | 31.71%+31.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |