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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 | $2,181,051 | $91,179+2292.0% | $178,499+1121.9% | $79,852+2631.4% |
| Participation rate | 3.8% | 69.2%-65.4pp | 81.9%-78.1pp | 69.6%-65.8pp |
| Annual return | 62.06% | 24.19%+37.9pp | 151.10%-89.0pp | 31.72%+30.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |