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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 | $911,147 | $147,556+517.5% | $129,031+606.1% | $198,609+358.8% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 1.35% | 37.41%-36.1pp | 34.67%-33.3pp | 202.70%-201.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |