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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 | $76,407+6706.3% | $150,298+3360.1% | $82,448+6207.6% |
| Participation rate | 3.4% | 66.4%-62.9pp | 77.8%-74.3pp | 68.1%-64.6pp |
| Annual return | 24.85% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |