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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 | $5,200,475 | $86,050+5943.5% | $189,758+2640.6% | $94,015+5431.6% |
| Participation rate | 3.4% | 68.9%-65.5pp | 79.8%-76.3pp | 70.8%-67.4pp |
| Annual return | 24.85% | 17.77%+7.1pp | 52.62%-27.8pp | 17.84%+7.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |