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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 | $6,607,316 | $81,276+8029.5% | $155,574+4147.1% | $80,925+8064.8% |
| Participation rate | 1.5% | 66.2%-64.7pp | 78.2%-76.7pp | 67.7%-66.1pp |
| Annual return | 95.53% | 33.36%+62.2pp | 64.87%+30.7pp | 35.65%+59.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |