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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 | $3,034,606 | $73,848+4009.3% | $143,799+2010.3% | $68,486+4331.0% |
| Participation rate | 3.4% | 66.7%-63.2pp | 80.3%-76.9pp | 67.9%-64.4pp |
| Annual return | 41.56% | 0.91%+40.7pp | -0.04%+41.6pp | -7.85%+49.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |