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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 | $2,549,050 | $109,344+2231.2% | $89,400+2751.3% | $158,950+1503.7% |
| Participation rate | 7.7% | 74.3%-66.6pp | 68.0%-60.3pp | 82.0%-74.3pp |
| Annual return | 9.05% | 345.73%-336.7pp | 245.64%-236.6pp | 302.91%-293.9pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |